Applied Materials No-Politics Thread (AMAT) Message Board

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

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11:39 AM EST

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To: C_Johnson who wrote (14720)	5/4/2005 3:35:02 AM
From: etchmeister	Read Replies (3) of 25522

>> The growth rate is slowing. That bothers the market. Everyone in the industry knows this. Why is it so difficult to grasp? Back in January Bears Sterns cut IC growth projections for 2005 (based on percent) because the baseline 2004 came in stronger than expected (of course by that time nobody really gave rat's ass that 2004 actually exceeded). A higher baseline (2004) combined with "slow" growth could lead to the same figure compared to a weaker baseline with "faster" growthrate. So ironically by not having a crash the chance to re - accelerate (combined with buzzword "growth") is eliminated. It appears that the growth pattern for IC sales is changing; global IC sales consist of many different segments compared to the past when memory requirements and CPU were the key driver; home.comcast.net

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