Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 226.05

+1.3%

Nov 14 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Sam Citron who wrote (7452)	10/8/2003 1:47:50 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...why would it matter..." 1. I don't believe there is any way that capital intensity falls relative to labor intensity as the chip industry moves along the Moore's Law roadmap. 2. The analyst suggested that there was a secular trend toward lower capital intensity. I gave him the benefit of the doubt and guessed that he was talking about cap ex vs. revenue. 3. If he was talking about cap ex vs. revenue, then the rate of revenue growth becomes the key variable and intensity doesn't tell much. 4. I then thought cap ex vs. profit was a more valuable measure.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next