Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 220.28

-6.4%

3:59 PM EST

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To: niek who wrote (20785)	10/2/2006 6:11:33 PM
From: etchmeister	Read Replies (1) of 25522

Foodchain from "Silicon Island" should provide some color shortly for September; any filing activity going on with regards adding asset. Need to check G's chart but it looks we achieved 10% for the month that showed the highest sequential monthly growth back in 2005. Possibly we'll see some minor upward revisions for 2006 - perhaps the experts will "slash" growth rate (not absolute IC sales) for 2007 and fret about slowing growth.

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