Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 259.15

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3:59 PM EST

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To: Bookdon who wrote (9952)	5/21/2004 2:34:12 PM
From: Proud_Infidel	Read Replies (1) of 25522

As the number of device manufacturers get down to a "shared monopoly" point I view this quite differently, as the top chipmakers comprise a smaller and smaller portion of the total pie than ever, if my recollection of the last capex numbers I have seen is correct. INTC is still the largest by not nearly by the percentage of the total of years past. It is yet to be determined whether this will remain consistent going forward, but I do not see how you could arrive at your conclusion by looking at the raw numbers.

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