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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 267.90-0.6%3:59 PM EST
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To: Alastair McIntosh who wrote (5942)4/19/2003 11:29:17 AM
From: Sun Tzu  Read Replies (2) of 25522
 
Thanks Alastair. Looking at Gottfried's chart here home.attbi.com It seems that the equipment costs are about 10% of revenue, which is compatible with your estimate. What I found interesting is that this is the lowest percentage in 10 years. So I suspect it may be a good time to buy. But I have to look at other issues. What are your thoughts on where we are in the investment cycle and where we will go for the rest of the year?
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