Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 328.51

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Feb 2 3:59 PM EST

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To: Big Bucks who wrote (8886)	2/13/2004 11:02:53 AM
From: Kirk ©	Read Replies (1) of 25522

Exactly. I think mergers will be the ONLY way to go where small companies will have to merge. In fact, if fab capacity is such a premium, they might have sufficient cash to buy chip makers... Perhaps they won't buy Altera, Maxim, etc. but there are a ton of little fabless startups all over that could be bought to compete directly. I'm not sure how a company like Altera would like giving cash to a competitor to get its chips, but it is something to think about. Thinking aloud (clack, clack, clack goes the keyboard) I wonder if in a world that doesn't respect IP (China) if they'd even care if Altera, Maxim, Intel, etc. have patents? A friend of mine born in Mainland China just last night was bragging with pride to me about a chip built in China that was not designed by Intel. I wondered if they just copied Intel stuff or did they really invent a competing processor such as an AMD?

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