Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: shane forbes who wrote (19554)	5/19/1998 12:36:00 PM
From: Katherine Derbyshire	Read Replies (1) of 70976

>>Since this is constant then since chip co. revenues are growing at 17% a year that means semi-equipment revenue has also been growing at 17% a year? << I wasn't able to find long-term equipment revenue data, but that's what I'm guessing from the steady cap exp % for the chip makers. Cap. exp. does tend to fluctuate a good bit around the mean. 1995-96 were a major upswing, with cap exp. reaching more than 30% of revenue. The current equipment doldrums are the downswing, made worse because chip company revenue is slipping, too. Going from 30% of a big number to 21% of a smaller number hurts. Katherine

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