Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 225.18

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Nov 18 3:59 PM EST

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To: C_Johnson who wrote (14724)	5/3/2005 2:42:50 AM
From: etchmeister	Read Replies (1) of 25522

Did IC sales actually soar? Because I am traveling I don't have unit volume numbers yet but I will have them shortly - as you know I track Monolithic Integrated Circuits - the stuff that is driven by leading edge technology - just like most of the good forecasters do. My bet is that this bounced, as it alway does at the end of a quarter. We'll see and I will post a chart when I get the data. Nobody expected to soar but most forecasters looked real stupid when Intel increased its capex based on 65 nm transition; so who else might have some meaningful production @ 65 nm: IBM, TI, AMD and Samsung/Tosiba/Sandisk moving towards 70 nm?

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