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

To: Gottfried who wrote (8922)	2/18/2004 9:31:22 AM
From: willcousa	Respond to of 25522

When I read max pain I interpret the data to say that if the stock remains below 25 for Feb and Mar expirations the maximum is achieved. There are a lot of millions riding on this outcome. Sell any call below 25 for these expirations and you have a lot of incentive going for you. Will

To: Gottfried who wrote (8922)	2/18/2004 9:43:29 AM
From: Proud_Infidel	Respond to of 25522

Global Semicon Equip Indus May See Slower Demand '05-SEMI Wednesday February 18, 5:13 am ET SEOUL -(Dow Jones)- The global chip-equipment industry may see slower demand starting late 2005 after an expected robust recovery this year with orders rising about 40% in 2004, said Stanley Myers, chief executive of the Semiconductor Equipment and Materials International, a trade group known as SEMI. "We'll see strong growth (this year) and if it continues to grow at 40% or more, probably the growth will have to slow," Stanley T. Myers, president and chief executive of SEMI, told Dow Jones Newswires on the sidelines of SEMICON Korea 2004. "We're making up for the past three years that we didn't spend." Myers said demand in the chip-equipment sector is primarily being driven by strong demand for wireless mobile communications devices, but he also noted that a personal-computer replacement cycle is also helping to drive some of that demand. "Replacement is beginning to happen right now and is one of the drivers," he said. SEMI estimated that worldwide semiconductor equipment sales rose 8.2% to reach $21.37 billion in 2003, with sales from Japan taking up 26%, North America 21% and South Korea 13%. In December, the trade group forecasted that orders will rise 38.6% on year to $29.62 billion this year. Earlier, Tokyo Electron Ltd. Chairman Terry Higashi told Dow Jones Newswires in an interview that he expects the global semiconductor equipment market to grow 30% year-on-year in 2004. Higashi also serves as vice chairman on SEMI's board.