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 7 9:30 AM EST

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To: Proud_Infidel who wrote (15100)	5/24/2005 5:03:16 PM
From: etchmeister	Read Replies (2) of 25522

SAN JOSE, Calif. — A surge in average selling prices (ASPs) for ICs has prompted an investment banking firm to raise its overall semiconductor growth forecast from minus 0.5 percent to positive 7.1 percent in 2005. Paul Leming, an analyst with Princeton Tech Research (Princeton Junction, N.J.), in a report also lowered his IC forecast for 2006, from positive 9.8 percent growth to plus 6 percent. In 2007, the total IC market is expected to grow 9.3 percent, Leming said. The figures include ICs, memories, discretes, optoelectronics and sensors. Looks like the 7% higher baseline might be partially the reason for revising 2006 downward. Also a "surge" in ASP's doesn't fit the capacity glut scenario;

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