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

To: etchmeister who wrote (18926)	5/17/2006 4:26:20 AM
From: FJB	Read Replies (1) \| Respond to of 25522

to me looks like "the financial community" will raise EPS but downgrade for slowing order growth The financial community is truly worthless.

To: etchmeister who wrote (18926)	5/17/2006 7:52:08 AM
From: Proud_Infidel	Respond to of 25522

First upgrade, yet AMAT is down pre-market: Message 22459109

To: etchmeister who wrote (18926)	5/17/2006 8:31:48 AM
From: Proud_Infidel	Respond to of 25522

Gartner raises chip market forecast, says report Peter Clarke (05/17/2006 5:05 AM EDT) LONDON — Gartner has raised its forecast for annual growth in the semiconductor market in 2006 to 10.6 percent from 9.5 percent, based on increased demand for PCs, according to a Reuters report that quoted a Gartner analyst as its source. Gartner Inc. (San Jose, Calif.) now expects the market for semiconductor chips to reach $259.5 billion in 2006, up from $234.6 billion in 2005, the report said. As part of that growth memory chips are expected to grow 15.5 percent to $57.4 billion, the report quoted the research firm saying. “I was pessimistic about the outlook of the DRAM market a couple of months ago because of the oversupply problem, but in the past month PC shipments grew and that boosted demand for chips,” the report quoted Andrew Norwood, a Gartner vice president, as saying. Norwood said he was not worried about a build up of inventories, which are at a relatively high level in the first months of 2006, the report said. The report added that Gartner’s view is that chips used in PCs and cellphones will show a composite average growth rates (CAGRs) of 9.8 percent 9.8 percent and 13.3 percent, respectively, between 2005 and 2010, yielding a CAGR of 8.5 percent in global chip sales over the same period.