Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 223.95

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Nov 21 9:30 AM EST

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To: Sam Citron who wrote (10295)	6/9/2004 11:48:25 AM
From: Bookdon	Read Replies (1) of 25522

It really isn't so far off thread. AMAT is a good example of getting part of a bigger pie. When AMAT started selling semi-equipment, most of its customers were US-based fabs. Over time, that has changed dramatically. Now most of its customers are in Asia, but it still gains jobs and profits in the US to support that business. There will come a time (it is beginning to happen now) when AMAT will move manufacturing and service (clearly, a lot of service activities are already moved) overseas. That will better serve the needs of the stockholders (isn't that what this thread is all about) and its customers. What will still be in the US? I don't know, but whatever it is that we do best (therefor also the cheapest). Research? Money management? Marketing?

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