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

To: Gottfried who wrote (17065)	1/10/2006 11:33:19 AM
From: Proud_Infidel	Respond to of 25522

I believe his number is 13 if I recall;-)

To: Gottfried who wrote (17065)	1/10/2006 1:33:34 PM
From: etchmeister	Read Replies (4) \| Respond to of 25522

Gottfried - what 's max pain for AMAT? I recall you having a link that determines max pain TIA

To: Gottfried who wrote (17065)	1/10/2006 3:34:01 PM
From: Proud_Infidel	Respond to of 25522

Halla sees new IC growth driver Mark LaPedus EE Times (01/10/2006 2:59 PM EST) HALF MOON BAY, Calif. — Forget the doom and gloom. The semiconductor industry has a new and major growth driver — content, said Brian Halla, chairman and chief executive of National Semiconductor Corp. In a presentation at the Industry Strategy Symposium (ISS) event here on Tuesday (Jan. 10), Halla said the semiconductor growth engine is entering into a new era, thanks to the advent of MP3 players, wireless broadband, video-based search engines and other emerging technologies. “It’s phenomenal,” he said. “We are driven by content.” Digital content is expected to drive a new wave of growth in the semiconductor and other businesses. “The first dot.com boom is upon us,” he said.