Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

3:59 PM EST

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To: Ian@SI who wrote (36679)	8/12/2000 10:24:54 AM
From: Proud_Infidel	Read Replies (2) of 70976

Ian, There's been several years of underinvestment. We have a chip shortage; and we still don't have enough investment to cause capacity to catch up with demand Very well spoken. We have a confluence of factors necessitating that greater investment be undertaken, simply in order to catch up with the underinvestment of the past few years. The end result of this should be a few years of above the mean spending to counter what we saw in the late 90's semiconductor recession. However, investors look at ANY spending above the mean as leading to overcapacity. This is our isue as investors right now and one which will hold these stocks down as least for the ST. I am inclined to believe this will subside over the coming quarters since I beliebve logic always prevails. I also believe we will see irrational exhuberance for the sector just as now we are witnessnessing irrational inexhuberance for the sector. Brian

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