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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 265.39+4.2%Dec 2 3:59 PM EST
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To: etchmeister who wrote (24536)9/15/2010 12:31:43 AM
From: Cary Salsberg  Read Replies (1) of 25522
 
RE: "...higher inventories in the wireless phone food chain."

Higher sales levels require higher inventories. Problems occur when the ratio of inventories to sales, inventory days, gets too high.

RE: "...build plans for cell phone printed circuit boards in Q4 are running below seasonal levels..."

Seasonal levels refer to the normal sequential increase from Q3 to Q4. The significance of below seasonal requires an understanding of the levels of Q3.
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