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Applied Materials No-Politics Thread (AMAT)
An SI Board Since November 2000
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25522 235 0 AMAT
Emcee:  Math Junkie Type:  Unmoderated
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24547In some circles, "Kenworth vs. Peterbilt" is a more important rivalry etchmeister-9/21/2010
24546Pang says he’s seeing indications of higher inventories in the wireless phone foetchmeister-9/21/2010
24545Pang says he’s seeing indications of higher inventories in the wireless phone foetchmeister-9/21/2010
24544an article about ARM Holdings Chip Designer Prepares for Wider Demand By ASHLEE Gottfried-9/21/2010
24543As I said it before Savitz copies and pastes - he provides visibility for the &qetchmeister-9/17/2010
24542SEMI data August 2010 semi.org SEMI chart from 2001 i105.photobucket.com SEMIGottfried29/16/2010
24541UCLA economists: State slowly leaving recession But growth is lower than previouetchmeister19/16/2010
24540A story about one of the best known semiconductor analysts. Chicken Little likeCary Salsberg19/15/2010
24539I picked an off time to go to the phone store for a new unit. The place was fulwillcousa-9/15/2010
24538<i>while Acer did nearly 1.5 million (July) and 3.2 million (August)units,etchmeister-9/15/2010
24537RE: "...higher inventories in the wireless phone food chain." Higher Cary Salsberg-9/15/2010
24536Somebody is lying ... In addition to weak PC builds in the second half, Pang saetchmeister-9/14/2010
24535Strong smartphone momentum helps to stimulate NAND Flash demand (analysts read tetchmeister-9/14/2010
24534Oppenheimer still does not understand RTEC - RTEC provides solutions for yield retchmeister19/14/2010
24533Acer July Revs Down 40.5% From June, Off 37.7% From Yr Ago (Did Savitz post Auguetchmeister-9/14/2010
24532Taiwan Acer's Aug sales up almost 40 pct y/y - Falling off the cliff - July etchmeister-9/14/2010
24531TSMC and UMC will make lots of money on trailing technology ... and in regards tetchmeister-9/10/2010
24530<i>I can see why Gartner made it impossible for me to find their older preetchmeister-9/8/2010
24529Health care goes digital world wide. A huge driver - but it requires high level etchmeister-9/8/2010
24528I was with some healthcare professionals in the bay area last weekend. Mentionewillcousa-9/8/2010
24527Thanks again. I made the table and added it to the article PLUS I added actual wKirk ©19/7/2010
24526Thanks, With Excel, I simply imported it from the web pageKirk ©-9/7/2010
24525Kirk, to move the numbers columns in my previous post to my 123 spread sheet I cGottfried-9/7/2010
24524Kirk, [edited] below are ww chip sales in thousands by month [3 month averages] Gottfried-9/7/2010
24523Do you have the annual data for Worldwide Semiconductor Revenue by year handy orKirk ©-9/7/2010
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