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To: wbmw who wrote (255515)	8/12/2008 6:03:31 PM
From: Jim McMannis	Respond to of 275872

Applied Materials' Q3 profit down 65% Silicon Valley / San Jose Business Journal Applied Materials Inc. on Tuesday reported third quarter net income of $165 million, or 12 cents a share, down from $474 million, or 34 cents a share in the same period last year. Santa Clara-based Applied (NASDAQ:AMAT) had $1.85 billion in revenue, down 28 percent from $2.56 billion for the third quarter of fiscal 2007. New orders of $2.03 billion for the third quarter decreased11 percent from $2.28 billion for the year-ago quarter. “Applied Materials delivered financial and operational performance that was in line with our quarter forecast during a difficult semiconductor industry environment,” said CEO Mike Splinter. “While our silicon business was down, revenues increased in our display, service and solar businesses. We made significant progress in our solar division during the quarter, substantially increasing the number of crystalline silicon systems shipped and enabling start-up production on the first four SunFab Thin Film lines at customer sites. We are focused on operational execution, and we are taking advantage of opportunities to expand our leadership with next-generation innovations in silicon, display and solar.” Excluding items, the company's income would have been $228 million, or 17 cents a share, compared to non-GAAP net income of $518 million, or 37 cents a share for the same quarter last year. Analysts expected, on average, earnings of 14 cents a share on revenue of $1.83 billion. sanjose.bizjournals.com

To: wbmw who wrote (255515)	8/13/2008 6:53:17 AM
From: mas_	Read Replies (1) \| Respond to of 275872

Not really as Prescott had a similar laundry list of ipc improvements which in some cases did deliver ~10% improvement over Northwood. However in many other cases there was a ~10% drop due to higher first and last level cache latency, just like Nehalem, and generally Northwood was thought to have the better ipc especially in the crucial desktop market of games. So there is a historical precedent here both for bold vendor predictions and a radically different reality when the processor arrived. Nehalem designers will really have done well if there are no backward steps somewhere in the performance profile but they are fighting mpu history here along with the performance primary order of magnitude importance that is cache latency. I'm just tempering all your 'uber alles' Nehalem propaganda here with caution based on the recent history of both Prescott and Brisbane. "Those who forget the lessons of history are doomed to repeat them" ;-)