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

To: Proud_Infidel who wrote (12225)	11/29/2004 12:11:32 PM
From: Cary Salsberg	Read Replies (3) \| Respond to of 25522

RE: "...such a single-minded obsession..." Are you characterizing my investment "strategy"?

To: Proud_Infidel who wrote (12225)	11/29/2004 10:15:20 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

The research firm raised its sales growth forecast for 2004 to 30% from 25%, but cut its 2005 estimate to 8% from 10%. That's 20% upward revision while only one month is left. That sounds more like backcasting.... but in the same breath this guy has no problem making a prediction for 2006...Oh well "We still expect a flat-to-down sales year for the industry in 2006," the research firm said. that's the same "research firm" that made the comment on LRCX CMP