Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 268.17

+0.1%

Dec 8 3:59 PM EST

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To: C_Johnson who wrote (14724)	5/3/2005 10:29:18 AM
From: Gottfried	Read Replies (4) of 25522

Carl, the analysts opinions shown in my year old chart vs AMAT stock price are those listed on Yahoo and on earnings.com You asked "If things are so great on the IC front why are WW bookings for capital equipment down so much for Q1?" Posters here have asked similar questions since after the 2000 peak. But it does not negate the fact that ww chip sales ARE near year 2000 levels, i.e. all time highs. [billings shown are not ww, just SEMI numbers] [http://home.comcast.net/~gottfriedm/SEMIcharts/chipsales_SEMIbillings.gif You can't use the low SEMI bookings to disprove that chip sales are near all time highs. A more pertinent question is "why do chip makers spend a much smaller percentage of chip sales on equipment than they used to?" home.comcast.net [again, equipment sales are from SEMI - not ww, but the method is consistent over the 10 years shown] Gottfried

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