Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.11

+6.9%

Jan 9 9:30 AM EST

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To: Sam Citron who wrote (62251)	3/22/2002 1:36:41 PM
From: Kirk ©	Read Replies (1) of 70976

Thanks Sam. Small world. The guy who gave that paper, Prof. Chenming Hu was my UC Berkeley device physics professor back in 1979 and was probably one of the best professors I had there! I just love to see him do well (He's the dean now). His class was HARD and I worked my rear off. He actually appologized to me for giving me an A- rather than an A given how hard I worked... and I thought I would be lucky to get a B+ it was that hard. Any, the paper brought back fond memories. About his conclusion, I think I can deal with having some AMAT in my portfolio until it grows like GM or Ford in 2030. :) As to growth, I see organic type semiconductors "painted" or "printed" onto rooms and car paint to harvest solar energy and power the planet as well as interplanetary travel in the next 20 to 50 years. I doubt Gilette or Ford will develop these processes. It might not be AMAT either, but those cars and space ships will need plenty of power control devices and computation devices to work well... and those will be made with AMAT (and LRCX, NVLS, SFAM...chuckle...maybe..) tools. I wouldn't make a portfolio with 100% AMAT, but 5%... that could be a cash cow for decades if you sell off a bit every time it goes up some and buy it back when it is low. Kirk

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