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

To: Gottfried who wrote (11611)	10/1/2004 9:06:46 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 25522

>> ALL SEMI/SIA charts now updated with August data Gottfried, Thanks for the charts. it looks like chip makers underspent (relative to the past) by approx $2b per quarter (on equipment). Since chip sales were good, there should be $2b extra in chip company earnings. Two conclusions. 1- Chip makers' profits are going to be higher than expected. 2- There will be no down turn in equipment sales. This person's prediction is nonsense. Message 20588314 Chip-equipment orders to fall 10-20% in Q4