Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 26 3:59 PM EST

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To: Sam Citron who wrote (10120)	6/4/2004 4:03:32 PM
From: Rock	Read Replies (1) of 25522

Sam, My point was not specific to this industry but is pertinent to its growth prospects and, therefore, the performance of related stocks. Rising energy costs put a lot of economic pressure on the individuals and companies that purchase semi products. If the general economy is pushed into recession by an oil shock or new energy cost baseline, semi growth will suffer and, by extension, the stocks will not post significant gains. Again, not forecasting disaster, just noting a significant cloud for the market as a whole and a reason why the current geo-political climate is important to semis.

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