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

To: BWAC who wrote (2890)	9/4/2002 6:23:26 PM
From: Dale Knipschield	Respond to of 25522

Panic selling of stocks = panic buying of bonds. Like always, brokers win. Regards, Knip

To: BWAC who wrote (2890)	9/4/2002 8:16:56 PM
From: Proud_Infidel	Respond to of 25522

DRAMs, foundries are bright spots for 2003, says Semico By Mark LaPedus Semiconductor Business News (09/04/02 06:11 p.m. EST) SANTA CLARA, Calif. -- The semiconductor market looks bright for 2003, especially in the silicon foundry and memory segments, according to Semico Research Corp. here today. In total, the worldwide IC market is expected to hit $191.7 billion in 2003, up 30% over 2002, according to the Phoenix-based market research firm here today. In 2002, the market is projected to grow by a modest 6%, it said (see today's story ). In 2003, some 53% of worldwide IC sales will fall into the computer segments, according to Semico. Next year, some 18% of worldwide IC sales will be in communications, 13% in consumer, 8% in industrial, 6% in automotive, and 1% in military, according to Semico. Among the bright spots in the industry are DRAMs, which will grow by 20% next year, from $11 billion in 2001, to $16 billion in 2002, to $20 billion in 2003, according to Semico. The market will also grow from $24 billion in 2004, to $22 billion in 2005, to $27 billion in 2006, they said. The key drivers are the shift towards double-data-rate (DDR) SDRAM, especially 256- to 512-megabit densities. As previously reported, Semico slightly lowered its silicon foundry forecast for 2002, but the market research firm is still bullish about the industry this year and beyond. The Phoenix-based company now believes that the silicon foundry market will grow 31% in 2002 over 2001. Earlier this year, it predicted that the business would grow 35% or so in 2002 Joanne Itow, who tracks the market for Semico, last month said she is sticking to her current forecast for 2003, saying the foundry business will grow by 34% over 2002 (see Aug. 8 story ). And leading-edge capacity remains tight right now, said Jim Feldham, president of Semico, during a presentation today. “The end result is that foundry capacity will be in short supply,” he said. “Leading-edge processes will be tight in the second half of 2002 and 2003,” he said during a conference here today.

To: BWAC who wrote (2890)	9/5/2002 8:27:30 AM
From: Proud_Infidel	Respond to of 25522

Message 17955091

To: BWAC who wrote (2890)	9/5/2002 11:38:58 AM
From: Proud_Infidel	Respond to of 25522

Idiot/Cramer Alert In case any of you were wondering, the SOX has been rallying of late, and not falling to new lows. Must be the truth, because Cramer said so. Is this guy smoking crack? Getting That Inefficient-Market Itch Thursday September 5, 11:07 am ET By James J. Cramer, On Wednesday, we had terrible news from Fairchild Semiconductor (NYSE:FCS - News), an awful outlook from National Semi (NYSE:NSM - News) and a whole host of estimate cuts for Intel (NasdaqNM:INTC - News). So what happened? The Philadelphia Semiconductor Index, the SOX, went up 2% and Intel rallied. May I please submit for the record that both the SOX and Intel moves were just plain stupid, wrong and illogical? Sure, USA Today called the moves "bargain hunting," but that's a joke. We caught some buy programs, which caused some hedge fund managers to cover shorts and drive the stocks up.