Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Proud_Infidel who wrote (19245)	6/5/2006 8:02:25 PM
From: etchmeister	Read Replies (2) of 25522

Reading the runes on the World Semiconductor Trade Statistics numbers for April... based on the same data - is this strictly because actual versus 3 months rolling average? The price war might be partially due to a shift towards emerging (low cost) markets. Unit growth: predicted a profits warning would soon be forthcoming from Intel Corp. where he said processor volumes fell 21 percent "More intense competition led to a sequential decline of 6.1 percent in sales of microprocessors, offsetting modest growth in the rest of the microchip market," said George Scalise, SIA president, in a statement. Sales of microprocessors, which make up 14 percent of the overall chip market, were up nominally year-to-year, Scalise said. April DRAM sales were up 3.7 percent sequentially and 7.7 percent year to year, he said. "The PC market remains strong, with unit sales of personal computers running 13 to 15 percent ahead of last year's levels," Scalise said. Since both Handelsbanken and SIA make statements on the same data someone must be misleading; and how would one break down CPU sales according to Intel and AMD? And from Don's post actual monthly sales for April are up while 3 months average declined slightly: Now we can look at the comparison of the first 4 months of 06 compared to 05. - ACTUAL MONTHLY SALES(1,000s) - PCT - 2005 2006 DIFF CHG Jan 17305948 17395092 89144 0.5 Feb 17222418 18556818 1334400 7.7 Mar 20549813 23107722 2557909 12.4 Apr 16621575 17135347 513772 3.1 May 16982507 Jun 20270889 July 16806651 Aug 18685898 Sep 23179234 Oct 18308124 Nov 19732889 Dec 21818191 TOTAL 227484137 76194979 4495225 SIA Forecst 245455380 7.9 S&P Forecst 254782230 12.0 Thru Apr71699754 76194979 4495225 6.3

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