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

To: Cary Salsberg who wrote (14374)	4/15/2005 10:50:29 AM
From: Proud_Infidel	Respond to of 25522

Etch equipment markets to fall in 2005, says research firm Peter Clarke EE Times (04/15/2005 9:05 AM EDT) LONDON — The market for dry etching equipment grew to $3.4 billion in 2004, up 89 percent compared with 2003 but is forecast to drop 10.2 percent in 2005 to $3.1 billion, according to The Information Network, a New Tripoli, Pennsylvania, market research company. Lam Research led the $3.4 billion market after growing 91 percent in 2004 in the dry etch market. Applied Materials moved ahead of TEL into second place after growing 123 percent, The Information Network said. The dielectric etch sector grew 101 percent and achieved a 58 percent share of the dry etch market, followed by the polysilicon etch sector, which grew 87 percent and held a 30 percent share of the market, the market researcher said. In the $340 million dry strip market, Mattson regained its lead after growing 132 percent in 2004 while Novellus ranked second. The dry strip market is projected to drop 7.8 percent in 2005.

To: Cary Salsberg who wrote (14374)	4/15/2005 11:02:32 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

AMAT getting whacked today....any news?

To: Cary Salsberg who wrote (14374)	4/15/2005 11:48:40 AM
From: Sam Citron	Read Replies (1) \| Respond to of 25522

effective collaboration You are the one who awakened me to the power of this medium for effective collaboration on the Blood thread almost 10 years ago. Your discipline, integrity and absolute transparency combined with your experience in the semiequip industry make you a guru here. Nobody will dispute that. Over 90% of my stock holdings reflect my strategy and I have posted information about my purchases This transparency is absolutely essential. There are very few people who practice it the way you do. I don't feel that I benefit from any direct collaboration from members of this thread. This is a major problem for key contributors, a bit like the free-rider problem in economics. Semiequips are your industry and AMAT is your #1 company. That is how it should be. I think the way to effectively collaborate is to be more receptive to ideas from others within and without this thread on their domains of knowledge and experience. I have watched you attempt this briefly on the Biotech Valuation thread with Biomaven, but you rather quickly formed the conclusion that the industry was not to your liking and abandoned that thread. I am of the belief that we cannot afford to abandon any industry. I don't believe it is hard to compete against the pros, but my results since 2001 have been mediocre. You have had 5 very good years followed by 4 somewhat lean years. This reflects your rather narrow focus on 2 industry groups. I believe there were and are many significant opportunities outside these sectors and that it is rewarding to learn about them. You probably think that since you don't feel comfortable investing in something until you have followed it for 10 years, it is not worth the bother. I think you can speed up the research process a bit without paying excessive tuition to the market. Sam