Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 327.03

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Jan 16 3:59 PM EST

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To: robert b furman who wrote (6647)	8/6/2003 9:16:27 AM
From: Proud_Infidel	Read Replies (2) of 25522

Morning Bob, For three years we have witnessed how taking on risk not only was not the correct thing to do, but in hindsight was foolish to do. I believe that in a market which values efficiency and productivity, this can only last so long and we are nearing that point IMO. IC Inventories are down to approximately $150Million in the latest Q from $8Billion for one Q in 2001........the spring is compressing and if past cycles are any indication(leaving out the 98-2000) period, we are again on the verge of another upturn. .15mu and below capacity sits at approximately 96% and yet all we hear in the media is the "overcapacity" issue. It is not that simple......the capcity for leading edge IC's is stretched about as far as it can go.....all we need now is economic improvement and we are beginning to see that. COuple this with very low breakeven levels for many companies, and it will not take much for them to see nice profitability. The stars are aligning.....some people just happen to be looking at their feet:-))) Brian

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