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

To: Proud_Infidel who wrote (19176)5/29/2006 4:30:37 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 25522
 
That's a big number.

<<April orders totalled 155.7 billion yen ($1.39 billion)>>

SEMI announced a couple of weeks ago that Bookings for all NA companies amounted to 1.602 billion(3 month moving average). New orders for AMAT for the quarter ending in April was reported at 2.49B - that's an average of 0.83B per month. I don't know what the April number was for AMAT so a direct comparison to the Tokyo number can't be made, but TE is obviously doing well.

Don



To: Proud_Infidel who wrote (19176)5/30/2006 10:57:14 PM
From: robert b furman  Respond to of 25522
 
Hi Brian,

Another confirmation of a peak that has past - for at least 7 months.G

Bob


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