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

To: Road Walker who wrote (5309)2/3/2003 11:23:19 AM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
John, thanks for checking. I just wanted a sanity check because SIA usually compares to the prior month - not this time. WW chip shipments are now available charted from SIA sia-online.org

That chart shows that sales declined slightly from Nov to Dec '02. That's because the SIA Nov'02 number was raised from the original 12.68 to 12.83

Sanity check completed. :)

Gottfried



To: Road Walker who wrote (5309)2/3/2003 6:36:25 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 25522
 
Was this report already posted... I don't remember anything saying "strong growth ahead" for semis, maybe this is just businessweek spin.
Lizzie

Chip group predicts strong growth
The Semiconductor Industry Association sees demand for wireless products and from Asian markets boosting semiconductor sales by close to 20 percent in 2003.
businessweek.com


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