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

To: Cary Salsberg who wrote (10364)	6/30/2003 2:05:16 AM
From: Donald Wennerstrom	Respond to of 95530

Well, it is nice that we get some good news once in awhile, but is it enough? Lets look at the SOX company revenues for the last five quarters. I couldn't get the data for TSM on a quarterly basis so I left it blank for this time. Look at the bottom line - on a comparison this quarter with last years quarter at this time, the SOX year over year quarterly revenue is up a puny 3 percent. Also, this particular comparison is probably the easiest ever since the revenue 5 quarters back is about the lowest during the bottoming process we've just gone through. - REVENUE BY QUARTER - IN MILLIONS - LATEST/ - LATEST 2ND QTR 3RD QTR 4TH QTR 5TH QTR 5TH QTR SYMBOL QTR BACK BACK BACK BACK PERCENT ALTR 195 181 180 179 172 13 AMAT* 1107 1054 1446 1460 1156 -4 AMD 715 686 508 600 902 -21 BRCM 327 296 290 258 239 37 INTC 6751 7160 6504 6319 6781 0 KLAC* 304 335 376 373 357 -15 LLTC 154 145 142 141 130 18 LSI 373 480 487 438 413 -10 MOT 6043 7546 6371 6741 6023 0 MU 733 785 685 748 771 -5 MXIM 286 286 286 280 258 11 NSM 425 404 422 421 420 1 NVLS* 238 218 230 222 170 40 STM 1617 1786 1645 1531 1355 19 TER* 335 334 331 310 248 35 TSM TXN 2192 2146 2248 2162 1827 20 XLNX 306 283 278 290 274 12 TOTALS 22101 24125 22429 22473 21496 3