Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 225.18

-1.5%

Nov 18 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (4752)	1/5/2003 7:12:01 PM
From: StanX Long	Read Replies (2) of 25522

Where is Stan-X-Long ???? I've been on vacation for the past three weeks, so I'm just reading and waiting. In August / September, I moved to 60% cash and now I'm just waiting for the "sure sign" that the turn is up, up & up. Thanks for this group's constant support and information. Well, it's back to work tomorrow. I hope everyone has had a Merry Christmas and will have a fortunate New Years. As far as the equipment life span, I use to think a piece of capital equipment could last four to six years. But I know for a fact that many IC manufactures are stretching the equipment's life to between seven to ten years. I believe once China starts producing in a great volume, they will find value in extending their system’s life to ten or fifteen years. Stan

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