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

To: Sun Tzu who wrote (5937)	4/18/2003 11:26:07 AM
From: Gottfried	Read Replies (1) \| Respond to of 25522

ST, there's the ratio of SEMI bookings to SIA chip sales home.attbi.com Since the March SIA chip sales are not announced yet, the last ratio is for February. Gottfried

To: Sun Tzu who wrote (5937)	4/19/2003 10:38:09 AM
From: Alastair McIntosh	Read Replies (1) \| Respond to of 25522

ST, total capex generally runs around 20-22% of chip revenue. The peak was around 29% at the top of the bubble. Wafer fab equipment runs about 55% of total capex or 11-12% of chip sales. The ratio can be expected to drift lower over the next few years due to pricing pressures and the increased use of 300mm equipment. No chart, but here are numbers in tabular form: members.rogers.com Ignore AMAT projections as my current outlook is not as optimistic as it was last fall.