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 30 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (4578)	12/21/2002 4:56:39 PM
From: Road Walker	Read Replies (2) of 25522

Sarmad, re: But a large amount was due to the dot.com scam. Yes, but as a WAG, that was ~10%-20% of the artificial demand. There were still a lot of legitimate, on-going businesses that replaced their PC's in the 1999-2000 timeframe. And those PC's are getting older every day. There is a higher base demand, the industry has expanded. The uncertain economy has contributed to the upgrade delay... but at some point, those PC become such a mess that they become marginally functional. I sense pent up corporate demand. Many of the tech component manufacturers have become at least slightly lean; much of the extra revenue should go to their bottom line. And the demand / capacity situation could raise ASP's. But my senses may be clouded. I also agree on the white box market, almost impossible to measure. John

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