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


To: Sarmad Y. Hermiz who wrote (11612)10/1/2004 9:18:44 PM
From: Gottfried  Read Replies (1) | Respond to of 25522
 
Sarmad, this ratio home.comcast.net
seems to be settling at a lower than historic value. Recall that SEMI billings are ww but only for N.A. equipment companies, whereas chip sales are ww. this could also mean that N.A. based equipment companies reporting to SEMI have lost market share.

Gottfried