Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

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To: Math Junkie who wrote (36507)	8/10/2000 10:10:41 AM
From: Tony Viola	Read Replies (1) of 70976

Richard, >Capacitors are sold through distributors. That is why the manufacturers would not mention Applied Materials. The other reason is that, as big as Applied is, it is still a capital equipment maker, and that means low volume compared to, say, computers or stereos. Good point. I think that discrete components are still more in a shortage situation than equal supply/demand, or the other side. Else, AMAT could easily procure them. Cisco said they're overbuying critical components by 5 to 10% to try to prevent any equipment build misses due to missing components. Of course, that can be construed as not a good thing either. Tony

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