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

To: etchmeister who wrote (20851)	10/13/2006 12:30:23 AM
From: C_Johnson	Read Replies (3) \| Respond to of 25522

So, now that "semi demand is very diversified" and that you are armed with G's chart(s), Digitimes, etc, etc, you should have a very accurate prediction. If you can't tell, I'm calling you to the the table - and not just you - everyone else that bashes someone else that presents analysis. Make a prediction. Put your game out there.... Carl

To: etchmeister who wrote (20851)	10/13/2006 8:24:18 AM
From: Proud_Infidel	Respond to of 25522

Gartner lowers foundry forecast Mark LaPedus EE Times (10/12/2006 7:56 PM EDT) SAN JOSE, Calif. — There is good and bad news about the foundry business. The overall foundry sector will continue to grow faster than the maturing semiconductor industry, said James Hines, an analyst with Gartner/Dataquest Inc. in San Jose. But recently, Gartner/Dataquest also lowered its foundry growth forecasts for both 2006 and 2007, due in part to the inventory correction issues. The foundry industry is projected to grow 16.6 percent in 2006, down from 18.8 percent from the original forecast, according to Gartner. The business is expected to slow and grow by 12.8 percent in 2007, down from 15.5 percent from the original projection, according to the market research firm. In comparison, the overall IC industry is expected to grow 10.9 percent in 2006 and 9.4 percent in 2007, according to Gartner. The foundry industry is in a ''lull,'' Hines said. ''I don't view this as a major slowdown or downturn in the foundry business,'' he said. ''My view is that the current inventory correction will play out in the next two to three quarters.'' Most also expect a slow fourth quarter, but some have a slightly different viewpoint about 2007. ''We are going to see a dip in the first quarter of 2007,'' said Joanne Itow, an analyst with Semico Research Corp. (Phoenix). ''It will be a prolonged slowdown, but we expect to see things pick up by the end of '07.''