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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 229.37+0.3%10:54 AM EST

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From: Cary Salsberg5/25/2005 11:45:57 AM
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Fab Capacity, Semi Revenue, Equip Bookings and Billings Table


Qtr Cap 8" Wfr Starts Actual 8" Wfr Starts Util. Semi Rev Eq Rev Eq Bk BTB
Per Wk Per Wk $ $ $
*1000 % QoQ % YoY *1000 % QoQ % YoY % *10^7 % QoQ % YoY *10^6 % QoQ % YoY *10^6 % QoQ % YoY
Q2 99 856.8 769.9 89.9% 3370.5966 0.5% 13.9% 3864 36.4% 1.7% 3771 42.4% 11.9% 0.98
Q3 99 870.4 1.6% 797.2 3.5% 91.6% 3801.5799 12.8% 23.8% 4239 9.7% 67.0% 4683 24.2% 67.3% 1.10
Q4 99 892.8 2.6% 842.8 5.7% 94.4% 4411.4010 16.0% 30.0% 4794 13.1% 73.5% 4533 -3.2% 214.1% 0.95
Q1 00 988.4 10.7% 941.1 11.7% 95.2% 4521.0051 2.5% 34.8% 5235 9.2% 84.9% 5724 26.3% 116.1% 1.09
Q2 00 1022.4 3.5% 19.3% 976.6 3.8% 26.8% 95.5% 5022.1833 11.1% 49.0% 6780 29.5% 75.5% 7641 33.5% 102.6% 1.13
Q3 00 1097.0 7.3% 26.0% 1065.1 9.1% 33.6% 97.1% 5530.6062 10.1% 45.5% 7428 9.6% 75.2% 8664 13.4% 85.0% 1.17
Q4 00 1155.4 5.3% 29.4% 1078.9 1.3% 28.0% 93.4% 5365.5678 -3.0% 21.6% 7167 -3.5% 49.5% 7116 -17.9% 57.0% 0.99
Q1 01 1158.5 0.3% 17.2% 975.8 -9.6% 3.7% 84.2% 4323.7158 -19.4% -4.4% 6060 -15.4% 15.8% 3591 -49.5% -37.3% 0.59
Q2 01 1195.1 3.2% 16.9% 881.4 -9.7% -9.7% 73.8% 3462.3930 -19.9% -31.1% 4080 -32.7% -39.8% 2193 -38.9% -71.3% 0.54
Q3 01 1210.4 1.3% 10.3% 775.1 -12.1% -27.2% 64.0% 3056.3535 -11.7% -44.7% 2883 -29.3% -61.2% 1842 -16.0% -78.7% 0.64
Q4 01 1169.1 -3.4% 1.2% 772.6 -0.3% -28.4% 66.1% 3053.7987 -0.1% -43.1% 2457 -14.8% -65.7% 1887 2.4% -73.5% 0.77
Q1 02 1142.2 -2.3% -1.4% 890.4 15.2% -8.8% 78.0% 3219.9351 5.4% -25.5% 2394 -2.6% -60.5% 2508 32.9% -30.2% 1.05
Q2 02 1150.0 0.7% -3.8% 1004.1 12.8% 13.9% 87.3% 3406.1073 5.8% -1.6% 2781 16.2% -31.8% 3513 40.1% 60.2% 1.26
Q3 02 1169.4 1.7% -3.4% 1011.4 0.7% 30.5% 86.5% 3686.8461 8.2% 20.6% 3135 12.7% 8.7% 2496 -28.9% 35.5% 0.80
Q4 02 1179.8 0.9% 0.9% 966.1 -4.5% 25.0% 81.9% 3758.4438 1.9% 23.1% 2634 -16.0% 7.2% 2481 -0.6% 31.5% 0.94
Q1 03 1143.6 -3.1% 0.1% 955.6 -1.1% 7.3% 83.6% 3689.6925 -1.8% 14.6% 2571 -2.4% 7.4% 2331 -6.0% -7.1% 0.91
Q2 03 1197.1 4.7% 4.1% 1034.0 8.2% 3.0% 86.4% 3809.1183 3.2% 11.8% 2331 -9.3% -16.2% 2166 -7.1% -38.3% 0.93
Q3 03 1228.8 2.6% 5.1% 1096.0 6.0% 8.4% 89.2% 4333.7448 13.8% 17.5% 2433 4.4% -22.4% 2337 7.9% -6.4% 0.96
Q4 03 1235.8 0.6% 4.7% 1137.5 3.8% 17.7% 92.0% 4809.9963 11.0% 28.0% 2889 18.7% 9.7% 3543 51.6% 42.8% 1.23
Q1 04 1265.3 2.4% 10.6% 1190.0 4.6% 24.5% 94.0% 4886.0808 1.6% 32.4% 3804 31.7% 48.0% 4137 16.8% 77.5% 1.09
Q2 04 1297.0 2.5% 8.3% 1240.6 4.3% 20.0% 95.7% 5350.9080 9.5% 40.5% 4510 18.6% 93.5% 4827 16.7% 122.9% 1.07
Q3 04 1345.3 3.7% 9.5% 1249.6 0.7% 14.0% 92.9% 5555.3880 3.8% 28.2% 4324 -4.1% 77.7% 4049 -16.1% 73.3% 0.94
Q4 04 1363.4 1.3% 10.3% 1179.0 -5.6% 3.6% 86.5% 5510.3067 -0.8% 14.6% 3952 -8.6% 36.8% 3707 -8.5% 4.6% 0.94
Q1 05 1403.9 3.0% 11.0% 1201.6 1.9% 1.0% 85.6% 5529.9456 0.4% 13.2% 3818 -3.4% 0.4% 2965 -20.0% -28.3% 0.78
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