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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: StanX Long who wrote (970)	5/25/2002 12:58:20 AM
From: Gottfried	Respond to of 25522

Stan and Paul, SEMI archives extend back to 1999 only. I found an interesting report from Dec 2000... >TOKYO, December 5, 2000 - Securities analysts participating in an investment conference here today see a slowing of global semiconductor capital spending in 2001. Participating equipment company executives, however, said that chip makers will need time to absorb record equipment shipments of the past year. Financial analysts and industry executives speaking at the SEMInvest 2000 investor conference disagreed on the near term prospects for the industry. Analysts projected a downturn in the semiconductor equipment market in 2001, while equipment company executives see flat to moderate growth.[snip] dom.semi.org!OpenDocument So those analysts were right. Company executives were wrong. Another quote >George W. Chamillard, chairman, president and CEO of Teradyne, Inc. observed that, "Ten years ago, a majority of the chip purchases were made by large corporations for large infrastructure products, while only 30 percent was driven by consumer spending. Today, consumer decisions influence 50 percent of semiconductor sales. The question becomes one of consumer confidence."< RtS take note.<G> Gottfried