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

To: Lizzie Tudor who wrote (4735)	1/4/2003 2:39:53 PM
From: Gottfried	Respond to of 25522

Liz and Cary, I just now spent a little time searching for ASP history: actual asp for 2001 img.cmpnet.com The INFRAS SEMInvest02 presentation, although dated, presents a good overview. infras.com Page 23 charts ASP from '91 to '01. It starts '91 around $1.40, rises to $3.20 in '95 and is at $1.70 in '01. LT trend is up. That leaves out '02 though. Page 39 charts semi equipment bookings seasonality. Dec is the strongest month and Sept the weakest. And we're awaiting the December bookings! Gottfried