Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: etchmeister who wrote (15127)	5/26/2005 2:30:11 PM
From: BWAC	Respond to of 25522

I'd be carefully thinking about the rally ending Tuesday with NVLS's midquarter update. Seems the sector ran up last time into that event only to hit some new lows.

To: etchmeister who wrote (15127)	5/26/2005 4:49:08 PM
From: Proud_Infidel	Respond to of 25522

Mobile market to lift PC sales, says Gartner EE Times (05/26/2005 3:06 PM EDT) MANHASSET, N.Y. — Thanks to a strong mobile market, global PC shipments are forecast to total 202.1 million units in 2005, up 10.2 percent from 2004, according to a preliminary forecast by Gartner Inc. Gartner previously projected worldwide PC shipments would increase 9.9 percent. Global mobile PC shipments are expected to grow 26.5 percent in 2005, while desk-based units are now forecast to grow 4.6 percent. Mobile PCs currently comprise fewer than 30 percent of all PC shipments. "Mobile PCs are continuing to attract more new users as mobile prices fall and wireless becomes more pervasive," said George Shuffler, principal analyst for Gartner's Client Platforms research. "Growing numbers of users are replacing their old desktops with more portable mobiles, and this is one of several factors helping to boost mobile PC growth." Though replacement activity has helped drive double-digit PC growth the last two years, replacement activity will wane this year, according to the firm. Gartner analysts said they see few new technology drivers that could help stimulate PC sales in 2005. "Dual-core processors will attract some attention, but they will mostly pique the interest of 'techies' and early adopters," said Mikako Kitagawa, principal analyst for Gartner's Client Platforms research. "Many applications that take full advantage of dual-core capabilities are still being developed and won't be available until next year at the earliest."

To: etchmeister who wrote (15127)	5/27/2005 9:04:41 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

April global chip sales to show stronger growth, says analyst Peter Clarke EE Times (05/27/2005 6:48 AM EDT) LONDON — Handelsbanken Capital Markets said that gathering strength the PC and mobile phone markets lead it to expect the three-month rolling average of worldwide semiconductor sales for April, due to be announced by the U.S. Semiconductor Industry Association in the next few days, to be $18.53 billion. This would be up from $18.43 billion in March and up 9.1 percent year-on-year. According to Handelsbanken this would mean that "actual" semiconductor sales in April were $17.68 billion, up 11 percent compared with April 2004. In turn this would represent a rebound in semiconductor growth. March actual semiconductor sales were up 6.3 percent year-on-year and February sales were 9.6 percent ahead of the $15.80 billion posted for February 2004. The SIA's Global Sales Report is tabulated by the World Semiconductor Trade Statistics organization as a moving three-month average to reduce the swings due to reporting effects from different companies. "We believe that PC, handset and telecom equipment chips all showed strong sales in April," said Bruce Diesen, strategist with Handelsbanken.