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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: advocatedevil who wrote (57732)	12/19/2001 12:19:41 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

Micron, Triquint, FSI (news links) "Micron posts $266 million loss in quarter as memory prices fall 24% sequentially" siliconstrategies.com "TriQuint cuts sales estimate for quarter, warns of loss before charges" siliconstrategies.com "FSI expects flat-to-slightly down sales after posting loss" siliconstrategies.com AdvocateDevil

To: advocatedevil who wrote (57732)	12/19/2001 12:40:32 AM
From: Paul V.	Read Replies (1) \| Respond to of 70976

Advocate Devil, Threaders, for a comparisons with past cycles. My past data for the SEMI sector; Orders, Shipments and BTB. Paul MTH Odrs Shpmt Actl BTB JAN'96 FEB'96 1687 1243 1.1 MAR'96 1447 1256 1.15 APR'96 1361 1354 1.01 MAY'96 1187 1366 0.87 JU 961175 1354 0.87 JLY'96 992 1311 0.76 AUG'96 882 1248 0.71 SPT'96 778 1119 0.7 OCT'96 833 1072 0.78 NOV'96 952 1062 0.9 DEC'96 1078 1069 1.01 JAN'97 1116 1034 1.08 FEB'97 1101 1029 1.07 MRH'97 1265 1102 1.15 APR'97 1386 1261 1.1 MAY'97 1421 1299 1.09 JU'97 1487 1375 1.07 JL'97 1659 1476 1.12 AUG'97 1400 1536 1.1 SEP'97 1468 1672 1.06 OCT'97 1518 1793 1.02 split NOV'97 1595 1598 1 DEC'97 1589 1559 0.99 JAN'98 1515 1458 0.93 FEB'98 1382 1369 0.9 MAR'98 1240 1370 0.82 APR'98 1136 1416 0.78 MAY'98 1107 1361 0.81 JU'98 932 1265 0.74 Jly'98 717 1112 0.65 AUG'98 571 1011 0.57 SEP'98 481 845 0.57 OCT'98 638 852 0.75 NOV'98 767 913 0.84 DEC'98 883 920 0.96 JAN'99 996 890 1.12 FEB'99 102 8845 1.22 MAR'99 125 6943 1.33 APR'99 1405 1099 1.28 MAY'99 1514 1216 1.24 JN'99 1560 1288 1.21 JLY'99 1530 1375 1.11 AUG'99 1565 1440 1.09 SEP'99 1502 1406 1.07 OCT'99 1592 1465 1.09 NOV'99 1694 1528 1.11 DEC'99 1907 1597 1.19 JAN'00 2227 1603 1.39 FEB'00 2301 1564 1.44 MAR'00 2546 1744 1.46 AP.'00 2715 1991 1.36 MAY'00 2778 2157 1.29 JN'00 2858 2259 1.27 JU'00 2901 2373 1.22 AG'00 2984 2431 1.23 SEP'00 2887 2475 1.17 OCT 00 2993 2573 1.16 NOV.00 2707 2422 1.12 Dc. 00 2372 2389 0.99 JA. 01 1854 2308 0.8 FEB'01 1610 2279 0.71 MAR'01 1197 2020 0.59 AP.'01 721 1654 0.44 MAY'01 723 1461 0.49 JN'01 730 1359 0.54 Jly'01 768 1191 0.65 AUG'01 714 1143 0.62 SEP'01 6192 967 0 0.64 OT. 01 651 916.2 0.71 NOV. 01 YR AV. 1842 1456 0.976 YR SD. 34911 458 0.25 YR HD. 5333 1914 1.22 YR LD. -1649 997 0.73