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

To: Gottfried who wrote (10163)6/6/2004 2:14:47 AM
From: Donald Wennerstrom  Respond to of 25522
 
<<What leads you to believe bookings growth until 2007 is very likely?>>

I'm going on the assumption that the latest WSTS chip sales forecast is correct. Their forecast is for increasing chip sales through 2007(with the exception of a "flat" year in 2006). Then, by looking at your chart,

home.comcast.net

semi-equip bookings follow chip sales - ergo, bookings will "shadow" increasing chip sales through 07.

Don


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