Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.88

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Jan 14 3:59 PM EST

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To: Proud_Infidel who wrote (11649)	10/8/2004 7:53:00 AM
From: robert b furman	Read Replies (2) of 25522

Hi Brian, AMD made money -pretty significant indicator for a company that has bled red for years. Asian computer box assemblers are producing at 24 hour/ 7 days MAX CAPACITY. Seems to me like the supply channel has been starved and is now going wide open. This could well be the demand that takes Intels excess inventory out of the channel. I think we're setting up for a 1999 like recovery,as 05 gives us nice demand on a steady basis. I think digital TV's will once again be hot this Christmas - add that to PC's and laptops,blackberrys and PDA just standard stuff to have,and don't forget cell phones that can really do 3G stuff that we dreamed about in 2000. No killer new applications -just a whole lot of neat devices converging and getting easier and cheaper to RELY on. More habits for those of us who are hooked on REALTIME DATA. 2005 will be good for us if the close of 04 doesn't do it first. Time to "ADD TO" at the bottom of this 04 decline. JMHO Bob

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