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: etchmeister who wrote (24488)	8/25/2010 7:04:11 AM
From: robert b furman	of 25522

Hi, Etch,The last severaal years have had surprising growth over 10-15 % vs analysts expectations. 2010 is running at 20% growth - again surprising analysts. If you are selling comoputers this year at a 20% rate over the last - my bet is you are also holding a larger inventory. Lost sales due to inventory shortages are something you track - in an effort to eliminate the lost sale event. In a market of chip price strength-the dollar inventory will creep by the price increase of the compnent shortage. There are several very valid reasons (in a good sales environment) for some inventory creep. They do not show a slow down in sales at all. Bob

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