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

To: Cary Salsberg who wrote (24478)	8/24/2010 12:33:14 AM
From: Gottfried	Respond to of 25522

just like book-to-bill

To: Cary Salsberg who wrote (24478)	8/24/2010 12:34:52 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

Regarding PC/notebooks falling off a cliff - I am not ignorant and understand that after first strong first half matters have to cool down - but "falling off the cliff" is carefully chosen language and probably deliberately misleading... the sharp drop off has obviously something to do with Intels strategy - it is too bad that Intel discontinued mid quarter updates Intel peak season strategy dampens channel notebook sales Latest news DIGITIMES Research - quarterly shipments data Advertisement Monica Chen, Taipei; Joseph Tsai, DIGITIMES [Friday 13 August 2010] Intel's strategy for the peak season in the third quarter of 2010 is dampening overall notebook sales in the channel, since Intel has decided to provide system upgrades instead of price-cut promotions as in the previous years, according to market sources. As Intel plans to launch upgraded Core i7-640M, i5-580M and i5-560M CPUs in September, sharing the same price as their predecessors, along with Core i7-680UM, i5-560UM and i7-660LM for ultra-thin notebooks; 32nm Celeron P4600 and 45nm T3500 for entry-level products; and Atom N550 for netbooks, channel vendors are starting to halt their orders and are waiting for the new models to launch, the sources noted. In addition, weak notebook demand in both Europe and the US are also causing notebook players to take a conservative attitude, the sources added. For the third quarter, the notebook industry is still expected to see shipment growth thanks to China's weeklong National Day holidays starting October 1, but monthly performance in the fourth quarter may start dropping as order visibility still remains cloudy, the sources noted. Intel reiterated its guidance for the third quarter which calls for a slight increase in revenues and gross margins to remain flat on quarter. Categories: Mobo, chipset Mobos Portable Systems Tags: 2010 Intel notebook processor retail channel sales Topics: Taiwan notebook ODMs

To: Cary Salsberg who wrote (24478)	8/24/2010 12:38:26 AM
From: etchmeister	Read Replies (1) \| Respond to of 25522

did not have time to pay attention to AMAT... my guess analysts were all over AMAT regarding push outs and cancellations. Did AMAT mention cancellations - otherwise I wait for Hill

To: Cary Salsberg who wrote (24478)	8/24/2010 12:48:00 AM
From: etchmeister	Respond to of 25522

"A decline in capacity utilization is a sign of slowing sales; hence, the importance this measure is accorded." About the author: Trade Radar Operator Trade Radar Operator picture I am a long-time individual investor with an engineering degree and an MBA. I worked in aerospace-defense for 15 years and have spent the last decade or so working for a large financial services firm. This academic, work and investing background helps me cast an informed eye on tech stocks, the... More Just like me - and I took French too... Je pense donc je suis