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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: samtrader who wrote (184539)7/10/2006 6:23:27 PM
From: etchmeister  Read Replies (1) | Respond to of 186894
 
We report, you decide.
Actually both end up with $40 billion :o))
He needs to do some DD - but it's the typical crappy Barron's style - eric does not provide the actual numbers for Gartner.
Consequently you can not decide

EETimes.com, the market research firm Strategic Marketing Associates sees demand for semiconductor production equipment and materials rising 19% this year and another 10% next year, hitting $40 billion in 2007,

Driven by significant investments in the memory sectors, worldwide semiconductor capital equipment spending is on pace to hit $42.3 billion in 2006, up 24.8 percent over 2005, according to Gartner (Stamford, Conn.) on Friday (July 7).
42.3 x .96 = 40.6