Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 26 9:30 AM EST

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To: robert b furman who wrote (17350)	1/23/2006 12:32:02 PM
From: Cary Salsberg	Read Replies (3) of 25522

RE: "This guy just doesn't get it." YES! YES! YES! RE: "Capex has been constrained,for years now." NO! There have been NO shortages of any consequence. RE: "To sell 6 months before the top is to say forget the last 300%!" NO! The "top" has gone the way of the dinosaur. Semis are a growth industry and growth industries just GROW, don't top. When a single lithography tool can cost $30-40 million, lumpiness is a given. Orders weighted in 1H 2006, should prompt real analysts to discuss shipping schedules and not equate lower 2H 2006 orders with the sky is falling.

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