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

To: Gottfried who wrote (16323)	10/18/2005 7:30:28 AM
From: robert b furman	Read Replies (2) \| Respond to of 25522

Hi G, I remember Q1 when the world was shocked by a full 10% growth (If I recall properly a 5% was expected). These "experts" have missed a growing market ALL YEAR !!! It has always befuddled me that the turns in this industry are near impossible to extrapolate. As I've become more aware of the industries frequent news blurbs I understand why it is so hard to time - The News is so inaccurate it can only be considered inept at best or obfuscation at worst. As I've said for years - To time this sector's cycles correctly,one must jump in at the moment of greatest doom and hold patiently for long terms until irrational excuberance can overcome the greed boiling in ones blood. 17.1% computer growth and the best growth is coming from "EMEA" = Europe Middle East and Africa. Africa - proof that technology's growth is exponential - globalization carries it to new markets,I guess in a search for Resources? Great report - now that many SCE are up from their bottoms by 100% or so. Bob

To: Gottfried who wrote (16323)	10/18/2005 8:57:11 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Semico’s chip index reaches new high Mark LaPedus EE Times (10/18/2005 3:06 PM EDT) SAN JOSE, Calif. — Amid some stability in chip inventories and average selling prices (ASPs), Semico Research Corp.’s Inflection Point Indicator (IPI) hit 16.0 in August, a new high for the year. The IPI has shown increasing strength, rising from a low of 14.2 in April to a high of 16.0 in August. The August IPI is a slight improvement of 0.3 percent over July’s level of 15.9. Semico (Phoenix, Ariz.) developed the IPI to assist in forecasting semiconductor revenues approximately two quarters in advance. The research firm continues to forecast that worldwide semiconductor revenues will increase by 18.3 percent in 2006, reaching $262.1 billion. “The current upward trend points to the February-May 2006 timeframe,” according to Semico. “We are optimistic heading into 2006. The August IPI is the highest on record, and coupled with four consecutive months of growth, 2006 will indeed be a robust year.” Aggregate semiconductor ASPs are on the upswing, improving from $0.458 in July to $0.508 in August, an increase of 10.9 percent, according to the firm. Inventories are now under control, contributing to a positive 2005 and 2006 outlook. “Inventory levels for electronic computers are down 26.7 percent from a year ago, and inventories for non-defense communications and electronic components decreased 7.2 percent and 18.0 percent year-over-year, respectively,” it added.