Applied Materials No-Politics Thread (AMAT) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: BelowTheCrowd who wrote (14676)	4/27/2005 11:11:00 PM
From: etchmeister	Read Replies (2) of 25522

If there's only a 1% "shortage" it can be catastrophic Elastizitaet der Nachfrage - if DRAM goes up box makers cut down on memory content - if DRAM is down they offer "free" upgrades. If inventories are high they dump - looking back over the last five years: was there ever a serious supply problem/issue? Remember how briefing.com was fretting on daily base how the Russian supplier (Yuko or whatever they are called) would torpedo the supply - going bankrupt. When was the last time the comrades were mentioned? - they seem to be completely out of the (supply) picture? But the "fear factor" is now literally "hammered" into the price of crude - no question asked (though some people at high level now seem to figure out that there is a shortage with regards to refinery capacity opposite to crude) With all this self inflicted BS there is still a silver lining as it will force enterprises/corporations that are wasteful in regards to energy/crude to realign (does it make sense to advertise Hummers and a sports car that cranks out 390 horses with a V8?) "Tech" should be the last to worry about the price of crude/energy because "Tech" is/was always the main driver to reduce the dependence on crude/energy according to work smart rather hard. Refinery technology has been lagging badly in the US - silicon was probably the main contributor in reducing the overall energy consumption.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next