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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 250.77+3.4%2:35 PM EST
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To: Proud_Infidel who wrote (10077)6/2/2004 2:44:46 PM
From: Cary Salsberg  Read Replies (2) of 25522
 
RE: "It should be noted that since 1978, the worldwide semiconductor market has never grown more than 8 percent in the year following a year when the industry's capital spending increased more than 50 percent. As noted earlier, IC Insights forecasts that worldwide semiconductor industry capital spending will increase at least 53 percent in 2004."

This is so much better than trying to estimate how much additional capacity will be added by the capital spending and how much additional demand will need to be met. NOT!
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