Applied Materials No-Politics Thread (AMAT) Message Board

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

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Dec 31 3:59 PM EST

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To: robert b furman who wrote (7303)	9/26/2003 9:51:44 AM
From: willcousa	Read Replies (2) of 25522

I agree, Bob. How can AMD possibly keep up from a manufacturing productivity standpoint? The price of a state-of-the-art fab is rising rapidly, is in the billions and AMD has elected to trend to the fabless - so this gives them less process control and it seems they are in a downward spiral of this. Will

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