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

To: Gottfried who wrote (16587)	11/17/2005 8:40:49 AM
From: matt dillabough	Read Replies (4) \| Respond to of 25522

AMAT Applied Materials: Maintain Buy- A Glass Half Full not Half Empty - Needham (17.77 ) Needham notes although Applied put in a very good quarter and above the firm's and street expectations the order guidance will be seen as lukewarm as street expectations had hiked growth guidance beyond what was reasonably predictable. As such it is likely the stock will trade off as it did in the after market. The firm had predicted that the quarter would be perceived as disappointing especially given that the stock has been warming up recently due to growing expectations. It has long been the firm's view that we would not see a huge uptick from foundries until a bit later, maybe not even until Q1 2006. Given that guidance for the fourth quarter was for orders to be up 5% to 10% and they delivered 15%, the obvious question to ask is "are they sandbagging?" regarding the first quarter. Could be, but the firm notes they are sure a good part of it is just pure conservatism as the industry is hard to predict and relatively lumpy. The company could easily deliver another up 15% order quarter but we would not get above expectations by assuming that. The firm thinks the company is doing the prudent thing by promising low and delivering high (whenever possible). The firm is maintaining its Buy rating

To: Gottfried who wrote (16587)	11/17/2005 10:25:07 AM
From: Proud_Infidel	Respond to of 25522

Computers, comms propel IC market EE Times (11/16/2005 6:23 PM EST) SAN JOSE, Calif. — Computer equipment will remain the largest semiconductor market for 2005, but communications is growing the fastest, according to IC Insights Inc. Overall, integrated circuit revenues are forecast to grow about 8 percent to $192.4 billion in 2005, compared to $178.8 billion in 2004, according to the research firm. Computer equipment will account for about half of the ICs sold in 2005, or about $96.5 billion, according to IC Insights. The computer IC market is expected to grow 7.3 percent in 2005 from $89.9 billion in 2004. In doing so, this segment will finally surpass the all-time record for revenues of $90.4 billion set in 2000, according to the market research firm. Computer systems — including PCs, workstations, servers, mainframes, and related peripheral equipment —have accounted for about half of the industry’s IC revenues each year since the early 1990s. IC Insights expects communications IC sales to grow 12.1 percent to $47.4 billion from $42.3 billion in 2004, while the consumer IC market will increase just 3.6 percent to $26.1 billion from $25.2 billion last year. Automotive IC sales will rise 5.7 percent to $13.0 billion and the industrial IC segment will increase 1.2 percent to $8.4 billion this year.