Applied Materials No-Politics Thread (AMAT) Message Board

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.

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

AMAT 259.08

-4.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (7184)	9/17/2003 1:02:07 PM
From: Donald Wennerstrom	Read Replies (1) of 25522

Apparently, there are several "groups" out there, VLSI being one of them, that want to publish their data prior to the report by SEMI. Whether it is "real" data or just "projections" it doesn't seem to make any difference. What is most interesting is that the predictions for semi-equip order growth for 2003 is beginning to fall off from that predicted earlier - no recovery this year, just wait for 2004 and 2005. <VLSI Research Inc. late Tuesday (Sept. 16, 2003) lowered its forecast for the semiconductor-equipment market for 2003, but it also increased its prediction for ICs. Worldwide equipment revenues are forecast to reach $30.2 billion in 2003, a mere 1.8 percent increase from 2002, according to VLSI Research. Worldwide semiconductor sales are expected to hit $135.6 billion in 2003, up 12.5 percent from 2002, according to the Santa Clara-based market research firm. In 2004, VLSI Research projects the semiconductor and fab-tool markets will grow 18 percent and 24.6 percent, respectively.> I can't wait for this time next year to see what they will be saying at that time.:) Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next