Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

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Nov 7 9:30 AM EST

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To: Proud_Infidel who wrote (15126)	5/26/2005 2:27:24 PM
From: etchmeister	Read Replies (3) of 25522

A few other analysts have also raised their forecasts. A surge in average selling prices (ASPs) for ICs has prompted one investment banking firm to raise its overall semiconductor growth forecast from minus 0.5 percent to positive 7.1 percent in 2005. ASPs for the memory segment ("the next leg down") were down quite a bit in Q1 2005 which means higher bit growth (either higher density or increasing units or combination of both) must have compensated actually the price drop for memory was far worse than expected - couple months back GS was fretting that price drop in DRAM in Q1 was as much as what was expected for 2005; I don't know what ASP trends are in other segments but for sure in memory it does not make sense to me

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