Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.11

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Jan 9 9:30 AM EST

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To: Fred Levine who wrote (3130)	9/20/2002 6:49:22 PM
From: robert b furman	Read Replies (1) of 25522

HI fred, Exactomundo. GM is an example of an auto maker that has changed its perception from the most expensive(and unable to lead) to one of the efficient manufacturers(and now most aggressive in the incentive area). GM has embraced the internet and web based applications to a much greater degree than their competitors.This applies to the way they do business internally as well as externally with parts manufacturers and their dealer organization. I think the "old techs that have embraced the internet and web based application s are beginning to pull out ahead with productivity and more importantly efficiency savings. As top line growth becomes stalled - bottomline growth will be the favored "Mantra" over the next multiple quarters. Examples of the recent winners are: GM,GE, Home Depot,3M,and good ole Dell. Interesting that many of the new CEO's took GE's story of Digitization to other sectors. Jack Welch spent more on "digitization" at GE in 01 than he did in the peak year of 00.The benefits have been great savings and stabile profits with marginal top line growth. I think this will be the shape of the future's winners in tomorrow's market. JMHO Bob I too believe that Intel is the premier leader of efficient manufacturing and technology leadership. Of the 5 production 300 mm lines Intel has 2.Few people understand thatif yields can be equivalent to 200mm processes a 225 % gain in chips per wafer will be processed.Couple that with die shrinks and 300 more chips can be derived. Add to that,that very few manufacturers can actually take advantage of those kinds of unit expansion.Fortunately Intel,with 80% of the microprocessor chip market,will be able to take full advantage of the economy of scales and their associated cost savings. Samsung is attempting to be the Intel in the memory category. Notice that even with low sales range numbers - Intel is expanding its margins. When demand grows ,either by market share gain or market growth,the spin the industry guru's spit out will be 180 from that we are hearing now. I don't know where Intel will bottom - but I bet in the next 2 years we'll be kicking our butts for not loading the truck below 15! JMHO Bob

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