Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: dr_elis who wrote (19060)	5/23/2006 3:44:36 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...the current scenario of steady growth until a very strong 2008 with periods of fast and not so fast growth in between." The "current scenario" is nonsense. Capex closely follows end user demand with fab utilization kept very high. Nobody has a clue about end user demand in 2008. Not many clues abound for 2006. ASML has the longest lead times, 6 to 9 months. A jump in their Q2 orders should be followed by a jump, although not necessarily of a similar magnitude, in Q3 and Q4 orders for the rest of the semi equips.

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