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Politics : Formerly About Applied Materials
AMAT 228.68+1.2%Nov 17 3:59 PM EST
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To: pat mudge who wrote (36588)8/10/2000 8:00:24 PM
From: Ian@SI  Read Replies (2) of 70976
 
Pat,

And all those devices and networks are built with chips made by AMAT's tools. And hanging off of those networks are more chips made by more of AMAT's tools.

And they're not going to stop expanding that network any time soon. It's producing far too much productivity.

But Cary S. is right if one only looks through the rear view mirror. Every prior expansion has met with an unforseen downfall.

this is another reason for confidence. Nobody was smart enough to see it before. Now, for some unexplained reason, everybody thinks they can see it without any solid evidence.

Go figure.

Ian.
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