Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Cary Salsberg who wrote (11588)	9/30/2004 7:58:34 PM
From: Sarmad Y. Hermiz	Read Replies (1) of 25522

>> OK, reading comprehension test or a variation of where's Waldo. What are the "troubling signs" that he refers to? He is saying unit volume dropped 1%, but it was obscured by a price rise. Of course the rest of us mortals do not consider rising prices as a sign of weak demand. It is the 4th paragraph --------------- "Total IC volumes, excluding DRAMs, were down 1 percent to 8.5 billion units in August over July, while ASPs strengthened by 3 percent to $1.51, he said. "Volumes continue to be healthy, tracking well ahead of our 16-20 percent growth estimate in 2004 [and] up 24.2 percent year-to-date to 66.4 billion units," he said. "

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