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

To: michael97123 who wrote (65309)8/13/2002 8:31:19 PM
From: michael97123  Respond to of 70976
 
Zeev actually bought some $12.83 amat in Afterhours.



To: michael97123 who wrote (65309)8/14/2002 11:26:20 AM
From: Pink Minion  Respond to of 70976
 
>> and that the run rate of the industry right now is at around $200 B per year

I don't think this is correct. $11-12 billion a month is more like a generous $150 Billion.

Also,
>> the most recent booking rate for the industry (at around $1 B per month) is just above half the normal expenditure rate

This is not worldwide. Cap-ex was 28 Billion last year and semi sales 139 Billion (from memory) giving a ratio of 20 percent.


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