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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (4901)	8/14/2002 8:16:13 AM
From: Sarmad Y. Hermiz	Read Replies (2) \| Respond to of 95561

Gottfried, an updated table of AMAT data. I added inventories. Quite possibly, the explanation of why rev will be higher next Q, even though new orders will be down is that inventories are higher now. Since that must include "work in process", it means they are building machines for firm delivery that were ordered in past Q's. Fiscal $ Mil $ Mil $ Mil Quarter Blog Rev Invent Y02Q3 3300 1460 1412 Y02Q2 3110 1156 1186 Y02Q1 2880 1000 1259 Y01Q4 2730 1264 1412 Y01Q3 2650 1333 1453 Y01Q2 3060 1909 1649 Y01Q1 3900 2731 1709 Y00Q4 4380 2920 1503 Y00Q3 3690 2732 1132 Y00Q2 3180 Y00Q1 2460 Y99Q4 1680 Y99Q3 1340

To: Sarmad Y. Hermiz who wrote (4901)	8/14/2002 10:08:43 AM
From: Kirk ©	Read Replies (1) \| Respond to of 95561

Nice table but.... You are showing Y01Q3 earnings of $28M and yet in the press release they said "Net income for the third fiscal quarter of 2002 was $115 million, or $0.07 per diluted share, up 121 percent from $52 million, or $0.03 per diluted share, for the second fiscal quarter of 2002, and flat with $115 million, or $0.07 per diluted share, reported for the third fiscal quarter of 2001." why? Did someone switch between GAAP, operating or EBITDA earnings? Thanks. press release URL: biz.yahoo.com