Semibull, re. your invective dismissal of "AMAT BS being published on this thread" and your claim that "AMAT hasn't gobbled up SFAM's CMP marketshare" ...
Let's talk numbers.
AMAT's CMP sales, which are reported by Carl Johnson
Message 4539423
are now simply far, far higher than SFAM's meager $7.4 M quarterly CMP sales.
Moreover, SFAM's CMP sales have eroded sharply, simultaneously with AMAT's sales increasing.
You can see all the numbers in this table, which I find striking:
Message 5092206
So those are the numbers.
Now regarding your invective...
I'm curious how you dispute these numbers as being "BS". I can't vouch for Carl's AMAT numbers, but I'm sure I got the SFAM numbers right, as you can verify yourself from the SFAM newsreleases each quarter.
Anyway, I'm curious what you mean exactly by
"the marketshare they [AMAT] have gotten has come at a price (giving machines away for free or dirt cheap as a package deal which they can do b/c of the SEC's materiality standard without Wall Street knowing",
and even if this is true, why does it matter ... if the lights are going out at SFAM's CMP business, what difference does it make what kind of gross margin the successful competitor has chosen ... the lights are still going out, and that's all a shareholder needs to know.
John G, former SFAM shareholder. |
