Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: Proud_Infidel who wrote (6367)	7/2/2003 4:40:38 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "How about "there hasn't been an adequate round of fab investments to prepare for an eventual upturn?" I think fab investments have been adequate to prepare for the future and prudent to deal with the present. The "eventual upturn" will be orderly. It will be driven by increases in end user demand. Fabs are incrementally built out, now, and it is far less likely that there will be serious shortages.

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