SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (17138)1/12/2006 2:46:26 PM
From: Gottfried  Read Replies (2) | Respond to of 25522
 
Brian, thanks for the back-of-envelope calculations. 20% is a bit high. Going back 11 years, the percentage of equipment billings from SEMI of the ww chip sales from SIA. This number is depressed because chip sales are ww, but SEMI billings aren't.

home.comcast.net



To: Proud_Infidel who wrote (17138)1/12/2006 10:10:07 PM
From: robert b furman  Read Replies (1) | Respond to of 25522
 
The 18% net looks a bit rich - especially with any options! It is rich -11% would give any one bragging rights NO?

Bob


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News