Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 318.63

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3:59 PM EST

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To: Proud_Infidel who wrote (17140)	1/12/2006 3:03:37 PM
From: Gottfried	Read Replies (2) of 25522

Brian, all I do with that chart is to divide the monthly SEMI billings by the monthly SIA sales for the same month. It's not what others do, but consistent for the data I have. We probably should look at the trend of the ratio more than the absolute numbers.

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