Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 262.92

+0.4%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (16861)	12/15/2005 6:54:52 PM
From: etchmeister	Read Replies (1) of 25522

"worldwide IC-equipment book-to-bill ratio" I know Gottfried; TEL should be very similar to AMAT. The biggest chunck missing in NA is probably litho (Japan and Netherlands), WW B2B also includes material (wafers?) as well $$& for service contracts as far as I understand. Also NA might be more frontend oriented but the discrepancy between both bookings (NA versus WW) seems to be huge to me.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next