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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Kirk © who wrote (2230)8/9/2002 4:56:36 PM
From: Sarmad Y. Hermiz  Respond to of 25522
 
>> your numbers seem way off.

Kirk,

But the article emphatically confirms Alastair's point that AMAT lost market share. AMAT's rev dropped 41% - more steeply than anyone else, including the "others" category.

Sarmad



To: Kirk © who wrote (2230)8/9/2002 5:08:28 PM
From: Alastair McIntosh  Read Replies (2) | Respond to of 25522
 
The numbers may not be that far off. The April article you referenced refers to an estimated $23.3B for 2001 while my figure published in July uses an actual figure of $21.4B.

These numbers (for WFE) are the best for comparison as they are for fab equipment only not total capex. My 2002 numbers are of course estimates at this point but it does seem that AMAT is losing market share which is a significant change from the previous year.


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