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

To: Sam Citron who wrote (14446)	4/15/2005 8:30:51 PM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

No, just stock values.

To: Sam Citron who wrote (14446)	4/15/2005 9:02:50 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

Hi Sam is it fair to say that the majority of NAND flash ends up in consumer related products (MP3, digital camera etc) and didn't Samsung raise its forecast for this particular segment despite rising rates, surging gas price, low consumer confidence? Besides how much does Mr. Kim and Mr. Lin spend on gas compared to Joe SixPack and his V8 SUV? My experience from S'pore and Korea is that the use of cars in densely populated areas is discouraged while providing excellent public transportation; Avinash Kant, an analyst with investment banking firm Adams Harkness (Boston), disagrees based on current economic indicators. "We see weaker consumer demand in H2:05 due to rising interest rates and higher gas prices," Kant said. Not all is doom-and-gloom in flash memory, especially for NAND specialist SanDisk Corp., which will shortly report its results. "We expect SanDisk to best our Q1 revenue and EPS estimates of $454 million and $0.30, which are below consensus estimates of $467 and $0.31," according to a new report from RBC Capital Markets Inc. (San Francisco). "Based on our checks, we believe there is EPS upside due to benign pricing, better 90-nm yields, and less non-captive outsourcing," according to the report. "We estimate Q1 ASPs to be down in the 5 percent range, vs. the company's expectation of down 15 percent."