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

To: etchmeister who wrote (17128)	1/12/2006 12:30:18 PM
From: Gottfried	Respond to of 25522

OT *** etch, oil data tonto.eia.doe.gov

To: etchmeister who wrote (17128)	1/12/2006 12:38:28 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

I heard consumption was up only 1% vs normal 2 1/2 - 3. New cars sales have leaned towards the efficient and many trocks now incorporate a new technology like Chrysler Displacement on Demand and GM's active fuel management. The systems shut off electrical injectors and turn V-8 intop V-4 when power is not needed. New Tahoe is rated at16/22 mpg city highway. Most V-6 SUV's are around 16/19. Nothing big ,rather a lot of small changes that will freeze consumption. IMO Couple that with huge new exploration budgets and known rich deposits of fossil fuels - we'll work throught his but at a new higher threshold in price. Bob

To: etchmeister who wrote (17128)	1/12/2006 1:18:27 PM
From: The Ox	Read Replies (1) \| Respond to of 25522

OT I think oil is rising due to Iran restarting their nuclear programs. Climbing the wall of worry, imo. Oil prices are at least 33% overinflated vs. supply/demand metrics. The fear of further disruptions has kept the burner (on high) under crude prices. There is simply no real reason for the price of oil to be over $50/bbl and it really should be closer to $35 or $40, even with the Katrina/Rita shortages. The constant fear factor... jmo to