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: Gottfried who wrote (7295)	9/25/2003 7:57:11 PM
From: Fred Levine	Read Replies (2) of 25522

I'm loving the competition if Intel and AMD in the new 64 chips. The competition will require lower prices, lower prices will require higher productivity, which, in turn, should lead to an increase in capex. My hope is that this same dynamic will spread to memory, as well as other semi areas. we'll see... fred

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