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

To: Proud_Infidel who wrote (19264)	6/6/2006 9:17:13 AM
From: matt dillabough	Read Replies (1) \| Respond to of 25522

Checks at Computex suggest PC supply chain even weaker than expected - FBR Friedman Billings says their initial PC checks at Computex in Taiwan suggest even weaker supply conditions than they had expected, with worse than typical visibility for Q3. In particular, firm thinks the mkt has again stalled ahead of INTC's further price cuts, scheduled for late July. Even with the pullback in the group, firm is incrementally more cautious on stocks with PC exposure (such as INTC, AMD, NVDA, ATYT, ISIL), given the likelihood of continuing supply chain weakness through June and July.