Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.17

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Nov 7 9:30 AM EST

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To: Fred Levine who wrote (12219)	11/29/2004 9:45:14 AM
From: Bookdon	Read Replies (1) of 25522

Something to consider: I don't know about current costs, but several years ago I had some technical dealings with a TV manufacturer that was building a glass factory. When I questioned them about why they would want to build a factory for a commodity product like glass, they explained that the largest single cost item in a mid-range TV set was the glass. Traditional CRT-type TV glass requires a special formulation to block the x-rays generated by the electron beam. The transition to plasma, LCD, and projection TV will greatly reduce the glass cost (along with the associated weight and volume, both of which affect the shipping costs). It is probable that manufacturing efficiencies, along with these glass-related cost reductions, will allow the leaders to maintain profit margins, even as the prices drop.

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