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


To: Cary Salsberg who wrote (24612)10/9/2010 1:41:43 PM
From: cluka  Read Replies (1) | Respond to of 25522
 
Cary,

Keep in mind, you are looking at North America vs World. It is not only possible but very probable that some of the equipment sales have moved out of NA and into Asia or Europe.

Also, equipment sales as % of semi revenue has been falling with advent of 300mm wafer.