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


To: Big Bucks who wrote (14794)5/5/2005 8:36:17 PM
From: etchmeister  Respond to of 25522
 
On what basis does he make this call,
Perhaps you should ask Carl;
I am curious whether Carl upped or downed the forecast for IC sales 2005 (I'm guessing he revises the forecast on a quarterly base).
I didn't see one downward revision with respect to IC sales forecast for 2005.
Didn't SIA hint they would revise their forecast upwards?