Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 328.51

+1.9%

Feb 2 3:59 PM EST

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To: Jacob Snyder who wrote (37660)	10/3/2000 8:21:05 AM
From: michael97123	Read Replies (1) of 70976

Because it's not clear to me. I agree with you wholeheartedly and would add that migrations to new tech will take longer than anticipated by the most bullish investors. Watching star trek while in college I was convinced that space travel would exist by the turn of the century. Wrong! All those wired homes and appliances are not 10 years off. At current valuations some of the boxmakers appear attractive and as in the wintel case adaptive to coming changes. Will intel and microsoft become GE or GM? That is the essence of the question. The good news for both is that they know whats at stake.

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