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To: LLCF who wrote (67340)2/13/2001 4:12:56 PM
From: Roads End  Read Replies (1) | Respond to of 436258
 
AMAT
Message 15346495
Count the number of times you see the words decreasing and slowing. Put the any applicable noun after them eg Margins, Sales, and you pretty much have a quick summary of their report. No wonder it is up AH. -g-



To: LLCF who wrote (67340)2/13/2001 4:15:55 PM
From: patron_anejo_por_favor  Respond to of 436258
 
AMAT inventories WAY up, 1.7 billion vs 1.5 billion yr ago.

New orders 2.43 billion, DOWN from 3.6 billion just last quarter....and only up 1 percent from year ago quarter.

Looks bad to me...we'll see what the guidance sounds like.



To: LLCF who wrote (67340)2/13/2001 4:16:18 PM
From: sammaster  Read Replies (2) | Respond to of 436258
 
New orders were $2.43 billion for the first fiscal quarter of 2001, decreasing 33 percent from $3.60 billion for the fourth fiscal quarter of 2000, and decreasing 1 percent from $2.45 billion for the first fiscal quarter of 2000.

``Slowing worldwide semiconductor sales resulted in a rapid decline in demand for manufacturing equipment late in January

didnt stuff the channel like the pc makers....not much increase in inventories or receivables..


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