Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 28 9:30 AM EST

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From: etchmeister	9/27/2010 12:19:44 AM
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The truth is boring... There are still areas of concern. Chip sales for the month of September-which are a telling sign for the IC industry for the remaining of the year and going into next year-are less than spectacular. Show me the data ''You know the saying: ‘September makes the year,’ ’’ Hutcheson said. ''September is really soft. This is worldwide. The slowdown in the economy is having a rippling effect in the semiconductor and electronics industries.’’ So what are September chip sales??? - the very first (real) data announced would come from TSMC and UNC ... approximately in 10 days or so from now...SIA will report in a month or so and VLSI Research is remaining its previous forecast - reading this article you would think there is good reason to reduce it Message 26848666

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