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

To: etchmeister who wrote (19268)	6/6/2006 11:48:24 AM
From: Proud_Infidel	Respond to of 25522

I look forward to the day when somebody is hurting other than me;-) Any takes from TA people on the SOX?

To: etchmeister who wrote (19268)	6/6/2006 12:10:45 PM
From: BWAC	Read Replies (1) \| Respond to of 25522

I hear there is so much NG in storage that they are going to start turning away deliveries at the current pace.

To: etchmeister who wrote (19268)	6/6/2006 2:52:31 PM
From: Proud_Infidel	Respond to of 25522

With Intel's track record for investing over the past 6 years, perhaps this would make a good short candidate..... Intel Capital funds FyreStorm Inc. Tuesday June 6, 2:36 pm ET Intel Capital, the venture capital arm of semiconductor giant Intel Corp., has joined the roster of investors funding FyreStorm Inc., pitching in with a capital investment as part of FyreStorm's Series C financing. FyreStorm, based in Sunnyvale, is a privately held fabless semiconductor company delivering power conversion and power management solutions. "We're pleased to be aligned with and have the financial support of Intel Capital, the investment arm of the world leader in silicon innovation," said George N. Alexy, president and CEO of FyreStorm, in a release Tuesday. Intel Capital spokesman Kyle Enright said, "Intel Capital is investing in innovative companies, technologies and products that will assist manufacturers of portable and handheld products to achieve common goals of smaller size and longer battery run-time and life-time in their end products." Previous investors in FyreStorm include Worldview Technology Partners, ComVentures, Texas Pacific Group Ventures, Telos Venture Partners, Sunrise Capital and Western Technology Investment. FyreStorm said it intends to use this latest round to expand research and development and support sales and marketing efforts around the globe.

To: etchmeister who wrote (19268)	6/6/2006 3:31:25 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

Will AMAT ever bounce? Or at least fall less than the overall market?

To: etchmeister who wrote (19268)	6/7/2006 8:05:22 AM
From: Proud_Infidel	Read Replies (2) \| Respond to of 25522

SIA lifts 2006 chip-sales outlook Consumer electronics seen powering 9.8% growth By MarketWatch Last Update: 7:13 AM ET Jun 7, 2006 NEW YORK (MarketWatch) -- Stronger-than-expected semiconductor demand for cellular phones and other consumer electronics prompted the Semiconductor Industry Association to boost its projection of chip sales in 2006 to growth of 9.8% from a previous forecast of 7.9%. The trade group now sees sales of $249.6 billion this year, compared with the previous forecast, issued in November 2005, of $245 billion. Industry sales for 2005 totaled $227.5 billion. Projections for 2007 through 2009 also are more optimistic, the San Jose, Calif.-based SIA said, putting the growth rates for the three years at 11%, 12% and 4%, respectively. If the figures prove out, 2009 sales would come to $323 billion, and the average annual growth rate from 2005 through 2009 would be 9.2%. About 1 billion cellular handsets will be sold worldwide in 2006, SIA President George Scalise said in a statement. "With an average semiconductor content of $41 per unit, this segment is now second only to personal computers in terms of total chip consumption," he said. Also driving chip sales, Scalise said, are digital cameras, digital television, and MP3 players. Sales of flash memory, used in these products and others, are projected to grow 20% to $22.3 billion in 2006. They'll reach $31.1 billion in 2009, translating into a compound annual growth rate of 13.7%, the SIA said. Stocks of major memory-products producers were mixed on Tuesday.