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

To: Proud_Infidel who wrote (9124)	3/10/2004 12:09:53 PM
From: Proud_Infidel	Respond to of 25522

Double-Digit PC Growth Through 2005, IDC Says Online staff -- Electronic News, 3/10/2004 IDC added to its PC market forecast today, reporting that the market will see double-digit growth through 2005. The firm said Tuesday that 2004 would see 18 percent growth with total revenue of $53.6 billion, marking the highest estimated PC sales between now and 2008. IDC today added specifics for 2005, projecting 11 percent growth next year before slowing to 8 percent though 2008. Shipment value is expected to grow by more than 5 percent for the next two years, followed by growth of roughly 3 percent through 2008, IDC said. "PC market recovery seems to be in full swing," said Loren Loverde, director of IDC's Worldwide Quarterly PC Tracker, in a statement. "While some caution remains, the key trends we saw in 2003 -- aggressive pricing, improving business spending, and consistent growth in portables -- should keep overall growth in double digits for the next couple of years." Regionally, growth in the United States is expected to remain in double-digits during the next two years, led by portables growth of slightly more than 30 percent. Business demand will continue to build, offsetting an expected decline in public sector spending, IDC found. As in the U.S., Asia/Pacific growth is expected remain in double digits throughout the forecast period and will lead all other regions again starting in 2004. In Western Europe, both consumer and business demand should remain strong, supported by rapid portables adoption and improving price points. However, the market remains conservative and growth rates will moderate as recovery matures and year-on-year comparisons become more difficult, IDC noted. Growth in Japan has been limited by a weak economy and already high portable penetration. But demand remains fairly solid, IDC said, and growth is expected to rise from 2.8 percent in 2003 to roughly 6 percent in 2004 and 2005.

To: Proud_Infidel who wrote (9124)	3/10/2004 12:33:00 PM
From: The Ox	Read Replies (2) \| Respond to of 25522

RE: BoA front running their investment recommendations: SEC "I'm shocked — shocked to find that gambling is going on in here." [BoA hands SEC a pile of money.] BoA: Your winnings, sir. SEC: Oh, thank you.... very much. Everybody out at once!

To: Proud_Infidel who wrote (9124)	3/10/2004 12:33:59 PM
From: BWAC	Read Replies (1) \| Respond to of 25522

I read this: <Today's action makes clear that we will not tolerate unreasonable delay in responding to our inquiries and will act aggressively to protect the integrity of the Commission's investigative processes," said Stephen Cutler, director of the SEC's Division of Enforcement, in a statement> But it translated to the real world as: "Today's action makes clear that we will continue to tolerate unreasonable delay in responding to our inquiries and will act meekly to protect the lack of integrity of the Commission's blind investigative processes. The extraordinary low level of the fine demonstrates our continuing message of enforcement actions not serving as a deterent to the lure of engaging in fraudulent schemes for profit."