Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 261.32

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3:59 PM EST

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To: niek who wrote (16942)	12/22/2005 2:54:01 PM
From: etchmeister	Read Replies (2) of 25522

with DRAM spending expected to decline 13% and flash investments to increase 28%. And that's based on a very strong 2005 looks like the bears are coming out of hibernation; I listened to Micron call last night. The other notorious bear is CSFB: very first question was asked by CSFB - guess what they were asking about? Micron capex BTW: Great post about the Taiwan exchange filing (one of those dirty little secrets the analyst community is trying to keep); hope NVLS will get its fair share as well. It's quite amazing how much info one can extract from Taiwan; every month they report revenue in a very timely manner.

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