Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 292.20

-1.2%

Jan 7 3:59 PM EST

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To: Ian@SI who wrote (3132)	9/21/2002 1:03:29 AM
From: robert b furman	Read Replies (1) of 25522

Hi Ian, Yup Samsung is a big gun - they're chasing after Intel in the flash memory category.If I recall they also got with RDRAM in its infancy.These guys know investment placed right builds early momentum with the highest margins. There are some growth areas out there and they're being painted over by the same dumb-arses that said the top would go on forever.Now they're just puking out the same ignorant declining momentum stories. There are times "YOU JUST HAVE TO KNOW WHAT YOU KNOW" - and then forget the noise. JMHO Thanks for the great post! Bob

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