Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.34

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Jan 23 9:30 AM EST

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To: Lizzie Tudor who wrote (6764)	8/13/2003 8:47:33 PM
From: Proud_Infidel	Read Replies (1) of 25522

One other thing of note is the fact that we constantly hear about the "bubble" in 2000 and the current "overcapacity" issues......and yet what everyone fails to mention is the fact that unit volume of IC's will surpass the levels of 2000 THIS YEAR!!!!.....just something to consider as the levels go even higher next year and the year after and.........the only thing missing from the picture is price stability......and with fab utilization tightening at advanced nodes, that is not too far behind. icinsights.com BK

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