Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (26717)	11/25/1998 5:10:00 PM
From: Katherine Derbyshire	Respond to of 70976

To the best of my knowledge, SEMI does not exclude anyone. However, a company that is in a quiet period may choose not to report, or may choose to report late. It'll be interesting to see what the revised October numbers look like when they come out. In order to preserve confidentiality, SEMI does not say which companies have reported. In fact, since the data is collected by an independent auditor (Arthur Anderson, I think, check the press release), SEMI itself may not even know. Meanwhile, Sue Billat may have been told by AMAT that they did not report, or may have drawn her own conclusions from the difference between AMAT's numbers and the SEMI BtB, or may know from her own experience at Novellus that companies in a quiet period typically do not report. Katherine