Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 256.89

-1.2%

Dec 31 3:59 PM EST

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To: Proud_Infidel who wrote (41813)	1/31/2001 10:43:13 AM
From: Fred Levine	Read Replies (2) of 70976

Some speculations abt interest rates: 1) AMAT has huge cash, 6 billion I think, that is probably earning money in short-term bonds. Lower interest rates will yield lower income. This will be fairly immediate. 2) OTOH-- lower interest rates should stimulate demand for end-use products, but there will be a latency. 3) In previous downturns, because of the cash reserves, and good management, AMAT has gained market share. They did not cut R&D and kept investing on capex. In addition, they cut variable costs admirably by layoofs and salary cuts--thereby somewhat insulating us investors. I remain confident that the basic demand for semis will increase as new and smaller products emerge. comments? fred

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