Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 19 9:30 AM EST

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To: Dr. Mitchell R. White who wrote (4548)	12/20/2002 3:59:10 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "The rate at which technology continues to shrink geometries, current (momentary) barrier notwithstanding, is now running away from demand; and due to the foibles of compounding, I don't see demand ever catching up again." I would like some more explanation of the relationship between "shrink", "the foibles of compounding", and "demand".

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