Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 232.42

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1:38 PM EST

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To: Big Bucks who wrote (7565)	10/16/2003 8:00:09 PM
From: Bookdon	Read Replies (1) of 25522

We are drifting off-topic (AMAT prospects) at bit, but consider this: AMAT fortunes may be improved by moving tool manufacturing off-shore (lower costs, improved margins, closer to customers). That would be good for share-holders. Just like Pittsburgh in the 1970s (when Steel went away), Detroit in the 1980s (when auto manufacturing went away), and Allentown (PA)in the 1980s (when telephone manufacturing went away), Silicon Valley and Texas will have their problems, but will eventually recover. To what? We don't yet know. This is an old story: textiles in the south, railroad equipment (still a bit in Erie, PA), light bulbs (New York), oil (Louisianna). No business focus is forever. Change always occurs. The problem is, how to make the transition.

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