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

To: niek who wrote (19035)5/22/2006 3:24:51 PM
From: The Ox  Respond to of 25522
 
Without any reference to past year's data or which quarters normally see rises in inventories, this press release is almost useless, imo.

Chip inventories rose 7% in first quarter, says brokerage



To: niek who wrote (19035)5/23/2006 11:36:45 AM
From: etchmeister  Read Replies (2) | Respond to of 25522
 
Broken down by category, the largest quarterly increase in the first quarter was for photography and imaging chips, which rose 12 days to 68 days of inventory (DOI).
This appears an odd way to describe a NAND flash chip but according to Samsung NAND flash inventory correction was completed in Q2 2006


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