Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 14 9:30 AM EST

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To: Sampat Saraf who wrote (10320)	6/10/2004 12:10:49 PM
From: Cary Salsberg	Read Replies (1) of 25522

1. The unemployment rate is not pertinent to the discussion. If a former $100K engineer is working at Best Buy for $25K or has stopped actively looking for a job, then the unemployment rate is unaffected. 2. I think you are mistaken about the "commodization" and "maturity" of software. A while ago, I saw a TV show about the IIT (Indian Institute of Technology). The CEO of a major Indian software company had sent his son to Cornell because, while the son was admitted to IIT, his entry score failed to be among the highest which was necessary to gain entry to the software engineering program. Anecdotal, yes, but, certainly, very supportive of my contention. 3. The role of the US as major consumer is projected to decline as much more populous countries with faster growth rates increasingly come to the consumption table. This trend is promoted by outsourcing. 4. I am not sure what you are referring to when you describe capital deployed back in the US. Purchases of Treasury Securities and beach front property will do little to enhance the US jobs picture.

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