Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: FJB who wrote (19248)	6/5/2006 2:12:49 PM
From: Ian@SI	Read Replies (2) of 25522

52% is a meaningless number without knowing the rest of the series. i.e. - How much was February and March ABOVE trend and how much was April BELOW trend? Is the average for the 3 months close to the trend? And given that the third month of the Q is usually higher than the other 2, the dip in April from March would be substantially overstated. Strikes me as a reporter without any analytical skill whatsoever trying to make his dull story a little more interesting. and it worked. He got us to talk about it. <<<<“After Intel stuffed the channels with chips in February and March, the floor fell out in April, and [PC processor] sales dropped 52 percent year-on-year,” <<Combined AMD/Intel sales are down 52% from last year. I would not be surprised if they are down, but 52% would be quite the drop. We should hear soon. I am curious if this guy was in Amsterdam when he wrote the report.

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