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

To: matt dillabough who wrote (20654)	9/14/2006 10:36:44 AM
From: Gottfried	Read Replies (2) \| Respond to of 25522

we'll have to look at the price action [daily and weekly charts], no matter what THEY say about fundamentals. Weekly looks like May '05 - price above rising 30 week ema is positive

To: matt dillabough who wrote (20654)	9/14/2006 11:09:11 AM
From: Proud_Infidel	Respond to of 25522

Capacity jump puts damper on ASPs Mark LaPedus EE Times (09/13/2006 7:50 PM EDT) SAN JOSE, Calif. — Based on new fab capacity data, there will be no uptick in average selling prices (ASPs) for ICs in the near term, according to IC Insights Inc. Worldwide MOS fab capacity is expected to reach 95.2 million 200-mm equivalent wafers in 2006, up 14 percent from 83.7 million wafers in 2005, according to IC Insights (Scottsdale, Ariz.). In other words, worldwide MOS fab capacity will increase by 11.5 million 200-mm equivalent wafers in 2006. This is just 200,000 less than the record high set in 2000, according to a projection by IC Insights. Capacity utilization is expected to be 90.1 percent of the installed based in 2006, compared to 89.7 percent in 2005 and 92.2 percent in 2004, according to the firm. IC Insights' database and forecast shows the industry averaging 88 percent capacity utilization in the 1994-2010 timeframe. "While this year's increase in MOS capacity is not high enough to cause a significant overbuilding of worldwide capacity, it is high enough to restrain an increase in IC average selling prices (especially MOS memory) into, and possibly throughout, 2007," according to the firm.