Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 336.87

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3:59 PM EST

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To: advocatedevil who wrote (42306)	2/17/2001 12:29:18 AM
From: Ian@SI	Read Replies (2) of 70976

If you're going to short the leader in the sector with the best margins and the best long term track record, I would have expected you to have a better understanding of the industry and cycle fundamentals than portrayed in that last post. Or at the very least, I'd expect you to have an argument explaining why those who are proceeding with or even accelerating their 300mm, Cu and 0.13µ plans would all of a sudden be "unwilling to spend the big bucks". Start with the reason why Foundries will give up Leading Edge market share; then explain why the advanced logic makers will let their competitors take an overwhelming advantage; then you can finish up with the reasons for Infineon stopping its efforts after spending almost 3 years establishing a technology lead.

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