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

To: Proud_Infidel who wrote (10347)6/11/2004 12:23:18 PM
From: The Ox  Respond to of 25522
 
"If demand drops, real or perceived, the equipment market boom will be over before it really got a foothold," a technology consulting firm The Information Network wrote in a report.

Irresponsible commentary and BS, to boot. A real drop in demand COULD cause the boom to be over shortly but a "perceived drop" would only delay ordering. It could put a bump in the road but it would in no way cause the boom to be over. Keep in mind the notion of boom is being compared to last year's sales. Last year, at this time, the industry was in it's WORST STATE IN HISTORY! Year over year comps don't mean squat, imo, and shouldn't be used to formulate future extrapolations.



To: Proud_Infidel who wrote (10347)6/11/2004 12:45:01 PM
From: Cary Salsberg  Respond to of 25522
 
RE: "...are driving up capital spending at foundries and buffer inventory at foundry customers, both signs of a cyclical peak..."

These are also signs at the beginning of a cycle. In fact, these just reflect anticipation of increasing demand and may be expected to occur throughout an up cycle.

I appreciate opinions that disagree with mine, but I am frustrated when the reasons to support those different opinions are without merit.


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