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 19 3:59 PM EST

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To: willcousa who wrote (9914)	5/20/2004 5:57:33 PM
From: Fred Levine	Read Replies (1) of 25522

My view has been influenced by Peter Lynch. Being a clear nontechie, I watch how many chips I use. This yr, a new digical camera, a TIVO, a GPS, a new cellphone, a Palm Pilot,and a LAN. I love each of these new products. Soon will be a digital TV--then HDTV. The number of chips in products is dramatically increasing. I also think of how many more chip devices that a sophisticated techie will use. I keep thinking of the old Barney's ad of the kids on a stoop in NY relating their ambitions and Barney-- the fat kid--says, "They're all gonna need clothes." We're all gonna need chips. fred

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