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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 339.40+2.1%2:50 PM EST

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To: Fred Levine who wrote (3876)11/8/2002 3:51:22 PM
From: Math Junkie  Read Replies (1) of 25522
 
Fred,

With regard to your concern for "huge losses with unsold equipment," I just want to point out that semiconductor equipment is built to order. They don't build them and put them in a warehouse somewhere waiting for customers to show up.

As for R&D, they know it will pay off eventually - it's only a matter of time.

Richard
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