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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 220.17-6.4%3:59 PM EST
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To: Berk who wrote (8270)12/11/2003 2:37:24 PM
From: Jong Hyun Yoo  Read Replies (2) of 25522
 
So far buying pattern for chipmakers has been limited to technology related buys especially in the copper integration area and sub-100 nm processing area. Copper technology related buys peaked in the early this year and chipmakers probably have goos idea of which tools to ramp up if there are needs. For sub-100 nm processing, chipmakers are still actively buying for their research fabs. LRCX and ASML probably are benefiting from chipmakers purchase in sub-100 nm processing area where lithograhy and subsequent etching capability are the keys to success. For LRCX, there seems to be market share gain in the critical etch area against TEL and AMAT although AMAT and TEL both claim that their market position is getting stronger.

LRCX and ASML will continue to perform well, I believe. But when the broad capacity buy resumes, AMAT will also benefit as the company participates in virtually in all areas of semiconductor processing. Also during this downturn, the company has lowered its operational cost so we may see good earning leverage as revenue picks up.

My favorite stocks in the sector still remain with LRCX, NVLS, and KLAC. But I believe there is still much upside potential with AMAT share price from current level.
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