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

To: dr_elis who wrote (19078)	5/24/2006 12:09:37 PM
From: etchmeister	Respond to of 25522

All goes downhill thereafter? my guess cancellations would depend on the foodchain; there's alot 65nm activity going on and Samsung is racing to make NAND cheaper as a harddrive subsitute or complement. I listened to CHRT CC and though CHRT is relatively small they mention that they have five 65 nm projects going with various customers. Here are two excellent sources which have helped me in the past not to loose my mind completely; you just can not listen to analysts whether they are up or downbeat because you never know upfront whether they are right or wrong: digitimes.com dramexchange.com