Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.22

+0.4%

3:59 PM EST

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To: Proud_Infidel who wrote (48619)	7/2/2001 10:46:39 AM
From: Kirk ©	Read Replies (2) of 70976

Interesting story Brian. Record volume for TFT-LCD's. Doesn't AMAT sell equipment to make these? Key comment in the article: Moreover, the turnover of large TFT-LCDs for notebook PCs, which had been sluggish after peaking in November 2000, is also picking up now that the PC makers have completed inventory adjustments. My guess is the lead time for the LCD is longer than for PCBs that go into notebooks. I remember the days when TFT-LCD large screens for notebooks were on allocation... THIS is the sort of news we want to be reading about if we really expect a bottom to be in. I've noticed you can get a very powerful notebook for $1500 these days which should help demand. Nice price point for back to school where dorm space is a premium also. Kirk

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