Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.15

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Nov 4 3:59 PM EST

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To: Cary Salsberg who wrote (12214)	11/29/2004 11:23:24 AM
From: Proud_Infidel	Read Replies (2) of 25522

Rarely have I ever seen such a single-minded obsession with a sector......does anyone out there think chips will rise in the future? Chip Sales Could Fall In 2006 11.29.04, 11:17 AM ET Standard & Poor's Equity Research maintained a "neutral" outlook for the chip sector after global chip sales gained 1.5% in October, according to data from the Semiconductor Industry Association. The research firm raised its sales growth forecast for 2004 to 30% from 25%, but cut its 2005 estimate to 8% from 10%. "We still expect a flat-to-down sales year for the industry in 2006," the research firm said. "We see the preliminary electronics sales data from Black Friday as encouraging, and believe chip customers will raise chip orders in the near term if the holiday demand exceeds their modest expectations." S&P Equity Research has a "hold" rating for chip bellwether Intel (nasdaq: INTC - news - people ) and carries "strong buys" for Maxim Integrated Products (nasdaq: MXIM - news - people ), Linear Technology (nasdaq: LLTC - news - people ) and Microchip Technology (nasdaq: MCHP - news - people ).

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