Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: FJB who wrote (34985)	4/25/2000 5:27:00 PM
From: Gottfried	Read Replies (1) of 70976

Robert, your interpretation may well be correct, but the article keeps mentioning SEMI and SEMI forecast. I would expect their forecast to be for their member firms. Maybe it's just sloppy reporting - again. Another article says... >During SEMI's Semicon Europa 2000 trade show in Munich this month, the trade group presented two growth scenarios for semiconductor capital equipment markets. One showed revenues for production systems growing 20% to $30 billion in 2000 from $20 billion last year, while a "fast-ramp" forecast indicated that equipment shipments could jump 44% to $36 billion in 2000. The fast-ramp forecast indicates that current business cycle would peak two years earlier (in 2002) earlier than the "slow-ramp" scenario< semibiznews.com Thank you for the numbers. Gottfried

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