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

To: Ian@SI who wrote (19249)	6/5/2006 2:25:11 PM
From: FJB	Read Replies (1) \| Respond to of 25522

It reads as if he was talking about April. It would be hard to make up for such a drop even with a couple months to go in the quarter. I would not be surprised by warnings, but we shall see.

To: Ian@SI who wrote (19249)	6/9/2006 1:32:35 PM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Data is coming in from TW foodchain; digitimes will publish the blurbs only for 3 days Notebook manufactures may see sequential sales drop in 2Q Printer friendly Related stories Comments Email to a friend Latest news Related topic Hot systems Celia Lin, Taipei; Jessie Shen, DigiTimes.com [Thursday 8 June 2006] Taiwan's leading notebook manufacturers - Quanta Computer, Compal Electronics, Wistron and Inventec - may see revenues in the second quarter drop or remain flat sequentially, despite the fact that second quarter performance should be seasonality better than the first quarter, according to market sources. The four leading notebook makers all posted on-month sales declines in May, with a drop ranging between 15-27%, according to company filings with the Taiwan Stock Exchange (TSE). Quanta even saw an on-year sales decrease of 6.5% last month, whereas Compal managed a slight increase of 4.9%. In contrast, Wistron and Inventec performed better than the two leading notebook players in on-year revenue growth in May, with Wistron recording a 44% increase and Inventec having 37% growth. Historically, the perfomance of notebook makers generally bottoms out in the first quarter with a pick up in revenues starting from the second quarter, according to industry sources. The sources describe the companies' May performance as "unusual" and blamed slow demand in the worldwide PC market. Higher inventory in the European market at Acer may adversely affect Quanta, its major contract maker, in the second quarter, sources at notebook makers indicated. Compal anticipates its shipments and revenues will pick up in June, when the company will likely reach a record shipment high. The sources hinted that Compal has experienced slow shipments of business notebooks to Dell, whose shipments outside the US have failed to match those inside the US. Wistron claimed at a June 8 shareholder meeting that revenue and profit growth in the second quarter will remain stable due to its successful product diversification strategy. Sales of leading Taiwan notebook makers, January-May 2006 (NT$b) Company May Jan-May Y/Y Quanta 26.22 167.23 22.6% Compal 16.61 97.68 17.8% Wistron 14.01 81.08 77.3% Inventec 14.73 84.15 47.3% Source: Companies, compiled by DigiTimes, June 2006 May sales growth of leading Taiwan notebook makers Source: Companies, compiled by DigiTimes, June 2006 Taiwan leading NB makers: On-quarter revenue growth, 2Q 2006 Company 2Q03 2Q04 2Q05 2Q06e Quanta 18.22% 5.64% 11.18% down Compal 1.76% 16.83% 3.27% down Wistron -3.39% 14.53% 25.70% down Inventec 1.72% 11.89% 12.39% down Source: Companies and sources estimate, compiled by DigiTimes, June 2006