Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.15

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Nov 4 3:59 PM EST

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To: etchmeister who wrote (12210)	11/27/2004 9:30:24 AM
From: Gottfried	Read Replies (2) of 25522

Capacity utilization according to the SIA report for October... The SIA reported that capacity utilization declined modestly in the third quarter, falling from 95 percent to 93 percent. Factory utilization for leading-edge facilities and foundries remained strong, at 96 percent and 98 percent respectively. Sales in all geographic regions except Japan were up sequentially in October. sia-online.org Normally SIA reports later, more like the first week of next month. On the inventory glut >This year’s PC sales have been further buoyed by strength in the corporate market. Sequential sales growth of 6.4 percent for microprocessors and 2.8 percent for DRAMs are signs that excess inventories of these products have also been worked out of the supply chain.< Gottfried

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