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

To: Proud_Infidel who wrote (19061)5/23/2006 2:29:41 PM
From: dr_elis  Respond to of 25522
 
Re: "If this is the case, why aren't the semi stocks rallying even though every year we hit new all-time highs for semiconductor revenue?"

Because of the current uncertainty what comes next. Do we see a weaker second half 2006? Are we hitting a new high in 2007 or not? Are we instead getting hit by a full-blown recession in 2007 (high-probability rating by some)? Oil prices, interest rates, Iran nuclear policy, economic crisis in China?


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