Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.01

+2.5%

Jan 16 9:30 AM EST

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To: Cary Salsberg who wrote (35198)	5/11/2000 5:21:00 PM
From: Ian@SI	Read Replies (2) of 70976

Cary, You could easily solve the BS ratio problem. Post more frequently. I believe there's a parallel to what's happening now and the "electrification" of industry. Initially, massive electrical engines replaced the waterfall driven conveyor belt systems. It took more than 4 decades before industry's power sources were miniaturized and rolled out in terms of small, integrated electric motors where and as needed. A similar process is now unfolding on a global basis transforming practically every process in every company (or will do so during the next decade or so). This rate of innovation is unprecedented. And innovation is a source of excess profits. And AMAT and the rest of the sector will see abnormal profit growth during that rollout. IMO, Ian.

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