Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 (18879)	5/15/2006 9:55:25 AM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "On a sequential basis, chip inventories climbed 3.7 percent verses a 7.5 percent decline in sales in the first quarter, causing a jump in inventory days from 69 to 75..." Q1 sales are down seasonally, post Christmas quarter. Fabs have been running at high utilization rates for many quarters. Companies use the Q1 seasonal respite to increase inventories in anticipation of rising sales in future quarters and continued high fab utilization. THE SKY IS FALLING!!!! I think NOT!