Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.82

-1.7%

11:57 AM EST

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To: Return to Sender who wrote (17449)	1/25/2006 1:37:53 PM
From: etchmeister	Read Replies (1) of 25522

The operative word is "treated". One can not add continuously one or two etchers to meet increasing demand but one can purchase a couple dozen new etchers for a new module rather issuing PO for a hundred etchers to fill a complete fab. What's driving downturns for global IC sales? Excessive capacity. The change in capex spending behavior is already reflected in global IC sales. If IC sales could grow low double digit over next couple years it would (to me) represent a radical change. There will be always winter and summer but a business cycle depends on how individuals behave and act. Obviously the individuals that determine spending for SCE equipment (supply) are doing it differently compared to the past. Increasing focus on ROI and increasing efficiency of capital might be one factor influencing the behavior of these individuals. home.comcast.net If you look at AMAT stock price one could suggest Mr. Market is slowly accepting a less cyclical behavior. Of course a less cyclical behavior is detrimental to analyst community finance.yahoo.com

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