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

To: dr_elis who wrote (19049)	5/23/2006 10:20:09 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

dr_elis, the forecasts are strong but the stocks do not reflect that. Is it because a 'peak' of orders is thought to be near?

To: dr_elis who wrote (19049)	5/23/2006 11:32:09 AM
From: etchmeister	Read Replies (2) \| Respond to of 25522

If I remember correctly semi-capex was forecasted to increase relatively slowly but steadily to peak strongly in 2008. 2006 appears to come along unexpectedly strong in terms of capex, That's what recall as well - 2006 is way stronger than expected and is probably pulling in some of the growth that was expected later down the road. 2006 looking strong makes it harder to increase growthrates going forward - and as we know the analyst community is programed on growth rates.