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

To: Proud_Infidel who wrote (7259)	9/22/2003 7:14:14 PM
From: Donald Wennerstrom	Respond to of 25522

Brian, <Tracy noted a far more accurate forecasting method is to examine bookings in the first quarter of the year, and then compare them to bookings during the same period in the previous year. Based on the difference in-first quarter performances, a forecast can be extrapolated, he said. The present forecast is for 5% growth in semiconductor manufacturing equipment revenue in 2003.> They must be using a "squiggle" factor in coming up with the 5 percent. The actual computation is shown below and equals a 2.6 percent growth. - 1st Qtr 1st Qtr - 2002 2003 Jan 645 739 Feb 737 761 Mar 836 777 Total 2218 2277 2.6% Don