Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: The Ox who wrote (14730)	5/3/2005 2:36:56 AM
From: etchmeister	Read Replies (1) of 25522

If IC sales continue to grow while chip makers cut back it will/should improve the extendability of the next upturn, the sell side was betting that chip makers overspent and consequently will trigger the next leg down / IC downturn chip sales are not tanking and cutting back on capex will only increase of the chip cycle - and Moore's clock runs - rain or shine which means they need to spend on capex in order to remain in the same time zone home.comcast.net

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