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

To: Gottfried who wrote (30007)	5/8/1999 8:45:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Secondly, if single digit sales growth from last year's $22B is expected, sales cannot possibly match 1997's peak of $27.5. Can someone explain this new math? Actually, I believe the explanation is quite simple. SEMI reports Orders / Sales for a subset of the North American Equipment makers, a large subset, but still only its own members. The Bloomberg Story was dealing with the estimate for global equipment sales by all equipment suppliers not just SEMI members. It's possible that the 'global' number may also include some CapEx for buildings, clean rooms, etc. rather than 'pure' equipment sales. So I believe you compared an apple with a potato. :-) Ian.