Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

3:59 PM EST

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To: Proud_Infidel who wrote (37897)	10/5/2000 10:16:37 PM
From: cooksbay95	Read Replies (2) of 70976

Brian said << Neither JDSU not CSCO nor any fiber optic name can grow without AMAT; yet we see little evidence of analysts putting out the word on the chips needed by the broadband, wireless, and internet part of the SCE sector, which is by far the fastest growing part.>> I think this is a key question (tho' maybe there's something I don't get?). A lot of people are saying that INTC, MSFT and DELL are passe ... i.e. the old "new" technology ... leaving aside whether it's true or not , we should at least know which Semi Equip makers are building equipment for the Intels and AMD's of the world versus which SEMs are making equipment for BRCM, PCSM, AMCC etc I've been in AMAT since 1995 but I'm ashamed to say I don't have a clue to the above Q ... the answer is likely to at least influence how much more I buy and when I think AMAT is getting close to a new bottom. Anyone have good insight? Cooks

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