Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.92

+3.1%

Nov 24 3:59 PM EST

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To: Gottfried who wrote (19051)	5/23/2006 10:51:33 AM
From: dr_elis	Read Replies (1) of 25522

I have no clue, previously I thought that ASML would, based on their Q1 numbers, slow down in Q2 towards a book-to-bill ratio of close to 1. Now all signs indicate that in contrast the b-t-b goes up (again) and they remain pretty bullish about the rest of the year. More or less all capex figures for 2006 are out by now, I don´t know whether for the broader semi-equip market this year will be "frontloaded" with a weaker second half. Overall, 2006 will be strong for sure. A temporary slowdown of orders in the second half is still something very different than a "peak" of orders. It´s a pity that we cannot "talk" stock prices up... ASML up more than 7% right now.

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