Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 236.09

-2.0%

3:06 PM EST

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To: michael97123 who wrote (35868)	7/22/2000 11:18:41 AM
From: Tony Viola	Read Replies (2) of 70976

Michael, not sure of your rationale (you may be right). Hope AMAT doesn't declare a component shortage problem, like Agilent. Now that that excuse, or reason has been outed, it would be a very unwelcome statement from anyone else. AMAT's products are very big, expensive, but relatively low quantity, so overall component count can't be very high for any one part. Just a thought. Some pretty fair country semiconductor stocks have come down a lot off their highs. Tempting. LSI? AMAT? AMD? Tony

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