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: runes who wrote (6398)	7/7/2003 1:05:38 PM
From: Pink Minion	Read Replies (1) of 25522

>> And yet, 10 years earlier, the PC component was more like 60 to 80%. So why wasn't that boom-bust even bigger? I don't know what your point is. The debate was boom-bust cycles not how much. I'm saying when the industry grows 20-30% per year, you're going to have it. And when a product that makes up 60% of the market doesn't grow that fast, you aren't going to have that kind of growth. Now, are you saying when GDP returns to 5-6% growth, the industry will (double, triple, quad,etc) that growth? Will the PC sector go back to 20% growth? Or will the PC sector decline to 20-30% ratios and be a lot less dependent? (which is my eventual vote)

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