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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 223.95+1.7%Nov 21 9:30 AM EST
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To: Gottfried who wrote (19033)5/23/2006 10:10:12 AM
From: dr_elis  Read Replies (2) of 25522
 
If I remember correctly semi-capex was forecasted to increase relatively slowly but steadily to peak strongly in 2008. 2006 appears to come along unexpectedly strong in terms of capex, but anyway, the scenario was of an increase in capex until 2008. Are we now opening a discussion about an unexpectedly low capex in 2007 or is this still the "weak second half 2006" issue? At least ASML can be expected to do incredibly well in 2006:
asml.com
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