"1) AMAT sees sequential quarterly orders increasing 10-15% going forward."
That is part of my concern about the chip equips. 10-15% going forward over current bookings from the most recent BtB isn't that great. The market seems to be pricing more.
"2) Only 5% of chipmakers have the latest technology. He stated that this is where the demand is."
The leading edge is PC's and video games. The other technologies don't need the small geometies and have more than adequate capacity.
Bought ATYT and ESST this morning in my trading account. Won't be dogmatic about them, will dump if things don't work out well short term. PVN is booming again today... can't thank you enough kaw_river, approaching a double in less than three months and the upgrades are just beginning!