Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Proud_Infidel who wrote (16780)	12/7/2005 8:51:06 AM
From: robert b furman	Read Replies (1) of 25522

Hi Brian, The law of big numbers come in to play here also. 15% of a smaller industry and 6.5% of a fast growing but 10-15 year older industry could well support the same level of equipment makers - especially as M&A reduces the players AND these boys have been to the rodeo of "rightsizing" more then once before. In all, a great growth industry opportunity to those who create the next level of required equipment. Market share gains are still the end product of R&D that works and great wealth will go to those. In short a stock pickers dream,but no longer the tide that lifts all boats - for some. Bob

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