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

To: Proud_Infidel who wrote (6400)	7/7/2003 9:27:06 PM
From: Proud_Infidel	Respond to of 25522

IC Insights lowers IC forecast, but ups unit outlook By Mark LaPedus Semiconductor Business News (07/07/03 08:07 p.m. EST) SCOTTSDALE, Ariz. -- IC Insights Inc. today (July 7) slightly lowered its semiconductor forecast for 2003, but it also raised its outlook for unit shipments for the year. IC Insights originally projected that the worldwide semiconductor market would grow 15 percent in 2003 over 2002 (see Oct. 22, 2002 story ). But now, the Scottsdale-based research firm believes the market will reach $136.4 billion in terms of sales in 2003, a 13 percent growth rate over 2002. Worldwide IC unit shipments are expected to reach 90.3 billion in 2003, surpassing the previous record of 86.5 billion registered in the boom year of 2000, according to a report from IC Insights. IC units are expected to grow 15 percent in 2003 over 2002, according to the report. This is an increase of 4 percentage points from IC Insights' previous 2003 IC unit volume forecast of 11 percent growth. Although IC unit volume shipments are forecast to set new records in 2003, IC dollar volume sales this year are still expected to fall far short of the all-time high of $176.9 billion set in 2000. IC unit volume shipments are forecast to grow at 15 percent in 2004. IC Insights forecasts that 2004 IC unit volume shipments will exceed 100.0 billion to set another all-time record high.

To: Proud_Infidel who wrote (6400)	7/8/2003 11:45:30 AM
From: runes	Read Replies (2) \| Respond to of 25522

<<...how you think the current cycle will play out...>> Right now I am pulling back a bit from the market on these recent run-ups. I still see the economy as being too shaky. What I am looking for is a weak summer retreat along with further signs that the economy is really improving. I will look to get fully invested by September if things look ok. As for investments - semi eq (LRCX - pure play in etch w/ good product, strong management), AMAT( turnaround - a lot of fat can be trimmed here, and they could get back into etch if MRAM becomes a reality) and semis (LSI and maybe CY, XLNX?). Networking (JNPR & CSCO - David and Goliath). ...I still need to do a lot of digging into PC market (can Gateway make a comeback?) Software (why is Ellicson so afraid of PeopleSoft?). ...But again - I see no reason to hurry - yet. FYI - my real bread and butter is buying clobbered stocks for a turnaround. Worked great up to the bubble collapse and pretty lousy since then. Once the economy starts rolling again I will go back to bottom feeding.