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

To: Proud_Infidel who wrote (17159)	1/13/2006 8:51:00 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

Brian, all I see is a 2005 capex forecast >Overall capital spending is projected to hit 9.2 trillion won ($9.5 billion), down 8 percent in 2005.< But the 2006 projection may be hidden somewhere in that article - if I could only decrypt it.

To: Proud_Infidel who wrote (17159)	1/13/2006 9:02:48 AM
From: robert b furman	Respond to of 25522

Down 8% to only 9.5 billion compared to their record year last year. Darn we're going down here. As all the non 800 pound Gorillas attempt to sneak in and get something built as well. Old Marky boy doesn't know how to wriet an upbeat article if someone stuffed it in his face. He's beaten this sector down so hard - he knows no other mode. If he is at the Needham growth conference and/or listening to the webcasts - he'd go in the bathroom and slit his wrists. Even the down trodden Ltxx and Acls are bragging about robust orders coming in strong. Marky boy will go down as being way wrong and he missed the train - not only did he miss the train,he was waiting at the bus stop.LMAO Bob