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

To: rhering who wrote (7633)	10/20/2003 2:06:30 PM
From: Kirk ©	Respond to of 25522

But, Mr. Hill sounds like a man whose company is getting hammered in China. I believe he blamed an order shortfall last quarter on SARS. Now is it something else? Here is where LRCX is getting its new orders: Region New Orders Revenue --------- ------------ ---------- North America 11% 26% Europe 16% 25% Japan 7% 7% Asia Pacific 66% 42% biz.yahoo.com Overall LRCX shipments were down 1 or 2% compare to NVLS Shipments of $210.3 million in the third quarter of 2003 represent a decrease of $16.2 million, or 7.2 percent, from $226.5 million reported in the prior quarter. which didn't break-out shipments by region. It will be interesting what AMAT says when they announce.