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

To: Cary Salsberg who wrote (17452)	1/25/2006 12:47:08 PM
From: Return to Sender	Respond to of 25522

OT: Sorry, duplicate post.

To: Cary Salsberg who wrote (17452)	1/25/2006 12:51:22 PM
From: Return to Sender	Read Replies (1) \| Respond to of 25522

Cary, I almost actually agree wholehearted with what you are saying. But regardless of whether the stocks in this industry are treated as cyclical based on past assumptions that may prove to be erroneous or not that does not change the fact that each and every one of us is affected by the buying and selling of institutional investors. So even if institutions are making mistaken assumptions they control the market. How can we benefit? By buying when there is blood on the street as so many here used to do. Yes, of course I always fall back on the cyclical nature of the business cycle. It is one of the major tenets of what I hope will be a very successful investment strategy for me in the future. I have been waiting years now for an opportunity to buy and hold stocks in this industry as cheaply as you and others did in 1996 through 1998 (buying then selling in early 2000). I may not get that chance in the stocks that you favor but there will be plenty of other opportunities in other names. Right now I am following the yield curve closely. It is expected that the FED will hike rates once and probably two more times. If they do then the yield curve will almost certainly invert leading to real fears of an actual recession if not an actual recession. Take some time and look at these charts from Martin Capital Advisors: investorshub.com An inverted yield curve almost always lead to recessions. And although I can argue that many stocks in this industry are undervalued versus other industries the market as a whole remains above historical mean value. So I maintain that a better buying opportunity lies ahead for us. And it may not be all that many more months that I have to wait. RtS

To: Cary Salsberg who wrote (17452)	1/25/2006 2:22:36 PM
From: Proud_Infidel	Respond to of 25522

Semi market to rebound in 2006, says Databeans (01/25/2006 11:07 AM EST) Following a relatively flat year, in terms of semiconductor revenue, Databeans expects the market to strengthen on mounting demand for chips used in multiple segments, including several areas beyond typical computer applications. The first quarter of this year should continue the positive momentum coming off of the fourth quarter - this will pull up annual revenue growth. The first quarter is seasonally strong for the more traditional semiconductor markets, including industrial and automotive. Further out into the year, the consumer segment should add to this market energy, due in part to a replacement trend, in which consumers will upgrade existing products with new feature-rich gadgets. Combining this with increasing chip value in these products, 2006 should show double-digit revenue growth of close to 15 percent to $259 billion, while unit shipments are expected to increase to 564 billion units, up 24 percent. Other segments that are expected to contribute include wireless, and data networking infrastructure, which should both factor in fairly evenly throughout the year. Year 2006 should see more improvement in tight inventory management, higher margins, and stable lead-times. Major suppliers are expected to continue divesting lower margin businesses, while allocating resources for R&D and capital equipment investment. The signal acquisition and conditioning chain will continue to drive overall revenue in 2006, with strong revenue growth expected for sensors, power management, mixed-signal, and RF products. Forecast through 2011: i.cmpnet.com