Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 235.17

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3:31 PM EST

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To: Gottfried who wrote (6296)	6/18/2003 10:10:54 AM
From: Fred Levine	Read Replies (3) of 25522

Gottfried-- Thanks for giving the info about AMAT's flat panel offerings. I have read that there is increased investment in flat panels and that prices will fall significantly as supply and costs are reduced. In fact, it is palpable at any appliance/TV outlet. I don't have any inkling of how many dollars this will add to AMAT. but flat panel is approaching commodity status with huge volumes around the corner. If anyone knows another equipment company that will benefit, I'm interested. fred

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