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 17 3:59 PM EST

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To: C_Johnson who wrote (14720)	5/2/2005 9:55:38 PM
From: Proud_Infidel	Read Replies (1) of 25522

Carl, I am sure you saw this by now: Chip Sales Soared in Q1 The worldwide semiconductor business reported an increase of 13.2 percent in sales. redherring.com “The unexpected strength of semiconductor sales is a good sign for the industry,” said SIA President George Scalise. Semiconductor sales were stronger than expected. The first quarter is traditionally a slow one because it follows the holiday season. But the industry reported a 0.4 percent increase in revenue from $55.1 billion for the fourth quarter last year. To the best of my knowledge, the analysts were not expecting such a good showing in Q1. PC shipment growth is a smaller(and shrinking) part of IC sales, as I am sure you are aware.....this sector is no longer wholly dependent on the growth rate of PC's. Re: on this thread have less information at their fingertips than they do. And, even if you have the data, I suspect they are much better at interpreting it. I have listened to the questions on many CC's posed by these analysts, and quite honestly much of the time what they ask is not only NOT insightful, but was already covered or is a known issue that will not be disclosed by management. In short, I think many here could (and would) pose more insightful questions. The analysts have proven, time and again(ON THE RECORD), that they are woefully behind the curve. You can play the part of apologist for them if you want, but someone as intelligent as yourself should probably not want to. JMHO. And on the subject of analyst insight, please see: home.comcast.net Do insightful people upgrade on the peaks and downgrade in the valleys?;-) Their record is open for all to see....and it AIN'T pretty. Re: Have you ever talked to one of the analysts? I don't think I need to....the above chart speaks volumes. Brian

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