Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 269.55

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Dec 4 3:59 PM EST

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To: Gottfried who wrote (24469)	8/24/2010 4:22:01 PM
From: etchmeister	Read Replies (2) of 25522

I don't recall anybody looking at Capex $ versus capacity; I like to call it capital intensity (capex $ per 300mm capacity). here is something interesting: SICAS (300 mm capacity) Q3 07 322.7 Q4 07 347.5 Q1 08 376.5 Q2 08 422.2 Q3 08 453.5 (96.4%) Q4 08 451.7 Q1 09 432.8 Q2 09 425.8 Q3 09 454.3 Q4 09 471 Q1 10 483.4 Q2 10 510.8 From Q3 07 to Q3 08 capacity went up by 40! - However looking at billings/bookings they went down during the same time period; on the other hand Q2 10 capacity is only up by 12.6% compared to Q3 08. There could be a time delay but regardless of this capital intensity per 300mm wafer capacity is experiencing a large up swing. If you could post monthly or quarterly billings/bookings for this time period Q3 07 trough Q2 10 that would be great. perhaps a simple ratio might work without ploting Wafer capacity versus capex $ It appears trivial but capital intensity is not a constant and it's high due to a large chunck of technology buys (ASML, copper transition etc.) TIA

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