Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 267.87

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Dec 5 9:30 AM EST

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To: Proud_Infidel who wrote (3561)	10/11/2002 11:49:14 AM
From: Steve Lee	Read Replies (3) of 25522

What does the board think of the abiility of Chinese companies to move into this market and take market share? I am sure the barriers to entry in terms of expertise and investment are high, but are they too high for foreign competition. I don't know enough to answer my own question, or even guess at it. Just seems likely that as China increases its manufacturing power, previously immune high tech industries will get hit.

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