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Technology Stocks : Speedfam [SFAM] Lovers Unite !
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To: Michael Burry who wrote (2720)2/8/1998 4:59:00 PM
From: Dennis G.   of 3736
 
Has AMAT ever stopped spending on R&D? If not, is this a sign they are worried about the "long-term" viability of their products?

I think the answer is yes to all the equipment makers. But I don't think it's a sign of weakness for any of them. It's just the nature of the industry. How many chip makers want to be using obsolete equipment? You have to keep running if you want to stay in the race. Why would anyone think that there is an end to innovation?

Not to be a flame at anyone but if this kind of industry bothers someone, they probably should just stick to buying soft drink and toothpaste companies (where they endlessly spend on advertising).

Dennis
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