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

To: robert b furman who wrote (14168)	4/11/2005 9:40:30 PM
From: Proud_Infidel	Respond to of 25522

Slow growth seen for DRAMs in '05, '06 EE Times (04/11/2005 6:39 PM EDT) SAN JOSE, Calif. — Market research firm Semico Research Corp. predicts a 3.0 percent drop in revenue for the DRAM industry in 2005 amid a slowdown in the IC arena. "Many computers have been upgraded this past year with new DRAM memory, and many new systems were already sold," according to Semico (Phoenix). "As a result, DRAM demand will not be as strong in 2005 as in 2004. Combined with the cyclical nature of the DRAM industry, this will result in a down year." The research firm projects that the DRAM industry will pick up and grow 2.6 percent in 2006. Semico forecasts sustained revenue CAGR of 6.3 percent from 2005-2009. Despite current weak demand, the overall chip industry is set to rebound in the second half of 2005 and should enjoy strong growth through 2007, said Jim Feldhan, president of Semico (see April 8 story).