Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

AMAT 249.89

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Nov 26 3:59 PM EST

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To: Math Junkie who wrote (2391)	8/14/2002 2:32:18 PM
From: Fred Levine	Read Replies (1) of 25522

Unfortunately, Cramer-- idiot or not-- has been right while I have been wrong. However, I see significant LT positive pressures. Digital cameras sales have doubled and are becoming the home standard. They will be chip-hungry. The FCC has mandated HDTV on big sets by '04, and then on all sets. I don't know how chip-intensive HDTV is, but this is clearly big. Finally, INTC has will introduce an advanced chip which will put pressure on all manufacturers to compete or die. If I had cash, I'd buy more. fred

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