Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kirk © who wrote (36386)	8/9/2000 3:34:57 PM
From: Demosthenes	Read Replies (1) of 70976

Kirk, <<I started to invest in this sector in 1995 as I think it will replace the auto and airline stocks as anchors for American Power and importance.>> That's interesting. I remember someone around here saying a year ago or so that the equip companies would eventually move closer and closer to (existing or new) producing fabs and become chip producers themselves. Maybe fabs would eventually turn themselves over to the equip companies to meet contracted needs for set prices. The fab management would then become only the channels of chip distribution to their customers. I don't know it that's a reasonable biz plan. D

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next