Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 220.28

-6.4%

Nov 20 3:59 PM EST

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To: Sarmad Y. Hermiz who wrote (4721)	1/6/2003 5:22:47 PM
From: Fred Levine	Read Replies (1) of 25522

My 2 cents re capital spending. Altho I am entirely ignorant, it seems to me that except for the life-span of the equipment, capital spending is a function of the competition, the demand, and the cost-benefit ratios of the new machines. If the new machines can make chips cheaper, which is their purpose, and they generate greater savings than other ROI's, capex will expand. Competition enters in that Intel is forever trying to undersell AMD and gain a cruel edge. What is important, IMHO, is whether AMAT can beat other equipment companies, and by how much, in lowering production costs and making better products when the inevitable need for cheaper and more chips occurs. Given the huge research budget and the past history of increasing market share, I'm sitting tight. fred

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