Applied Materials No-Politics Thread (AMAT) Message Board

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

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To: BWAC who wrote (15987)	9/16/2005 11:54:59 AM
From: Big Bucks	Read Replies (1) of 25522

BWAC, or.....it could mean that it is overtly cheaper to manufacture older technology chips and the demand model for certain legacy products doesn't require newer technology. That gives credibility to the idea that older technology fabs, with fully paid for and depreciated equipment, are making good profit margins because their overhead and operating costs are lowered, and demand for their products is UP! BB

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