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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 252.25+0.9%Nov 28 9:30 AM EST
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To: Gottfried who wrote (4827)1/8/2003 12:13:38 PM
From: willcousa  Read Replies (1) of 25522
 
I've said this before but you also have to consider that Intel, a very big part of the cutting edge market, has an awful lot of capacity coming on line (and in some cases on hold). So the question is - how much of an upturn in demand can intel satisfy within existing capex? It could be a lot. Disclosure - Long intel, amat, nvls, dpmi, klac, klic. Some covered calls recently written on some of these.
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