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

To: Proud_Infidel who wrote (15100)	5/24/2005 1:37:49 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

OK, so it looks like 2000 (the year of the Bubble)= 205B 2004= 213B 2005 est= 228B 2006 est= 241B 2007 est= 264B

To: Proud_Infidel who wrote (15100)	5/24/2005 5:03:16 PM
From: etchmeister	Read Replies (2) \| Respond to of 25522

SAN JOSE, Calif. — A surge in average selling prices (ASPs) for ICs has prompted an investment banking firm to raise its overall semiconductor growth forecast from minus 0.5 percent to positive 7.1 percent in 2005. Paul Leming, an analyst with Princeton Tech Research (Princeton Junction, N.J.), in a report also lowered his IC forecast for 2006, from positive 9.8 percent growth to plus 6 percent. In 2007, the total IC market is expected to grow 9.3 percent, Leming said. The figures include ICs, memories, discretes, optoelectronics and sensors. Looks like the 7% higher baseline might be partially the reason for revising 2006 downward. Also a "surge" in ASP's doesn't fit the capacity glut scenario;