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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 231.17+2.7%12:32 PM EST
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To: etchmeister who wrote (19154)5/27/2006 1:30:12 AM
From: etchmeister  Read Replies (1) of 25522
 
"Bottom line, we believe a lower beta, shallower downturn in IC units could be setting up for a softer than historical upturn in IC units--which could mute upward momentum utilization--further exacerbated by increasing supply growth in 2005," it said. "We continue to anticipate a second leg of a downturn leading to a disappointing finish to 2005 and another year of down capital expenditures in 2006.

shallower downturn in IC units could be setting up for a softer than historical upturn in IC units-

this just shows you how their brains work - the downturn is more shallow and hence the upturn will be softer; a shallow downturn "kills" a good portion of upside potential (for the industry).
Those dumb gamblers that continue to buy calls seem to be a lot smarter but they continue to loose
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