Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 259.21

-4.0%

Dec 12 9:30 AM EST

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To: davesd who wrote (9189)	10/22/1997 4:40:00 PM
From: roly	Read Replies (1) of 70976

Dave, These were from Dauvin, a well known researcher of the sector. <<For starters, the chip market will double by 2000 and hit $290 billion to $300 billion. Dauvin holds to that outlook, despite the recent plunge in memory-chip prices that has prompted many gurus to lower their sights to $250 billion or less. That's too low, Dauvin insists, because ''there is no disconnect in the long-term trend'' of 16.4% annual growth. This year's 6% growth rate is way below the line, but Dauvin asserts it will soon be made up, with sales climbing at least 20% in 1998 and then zooming 30% higher in 1999.>> Since we are both speculating, I'd prefer to believe the expert opinion of the above. It's quite obvious that you are short on AMAT thus making all these claims, but you can't support it. Good luck Roly

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