SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: MikeM54321 who wrote (5332)5/8/1998 9:42:00 AM
From: MikeM54321  Read Replies (2) of 10921
 
Directly from Applied Materials latest 10-Q: >>The decrease in new orders is primarily attributable to softening demand for the Company's equipment from DRAM manufacturers located in Asia. The continued weakness in DRAM prices, driven by excess capacity, and recent FINANCING DIFFICULTIES (I added caps for those who don't think Asian problems are important) in Korea and Japan, are causing many of the Company's DRAM customers to defer their capital spending.<<

50% of AMAT's sales are derived directly from the Asian Tigers. I was a little surprised at this fact so I thought I would post it. I always estimated it to be around 30%. Asia is a lot more important to this leading semi-equipment manufacturer than I thought.

Here's the exact breakdown:
Japan 13.1%
Korea 6.4%
Taiwan 28.6%
Asia-Pacific 2.4%
Total is 50.5%

It will be very interesting to listen to AMAT's conference call to see what they say about Asia once again. They announce next week, on Wednesday, I think. What is definitely a sign, it may not be all that bad, are the recent upgrades by some analysts. I'm certain the analysts didn't raise for no reason at all. They must have had some guidance from AMAT(IMHO).
MikeM(From Florida)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News