Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 256.41

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Dec 19 9:30 AM EST

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To: robert b furman who wrote (17322)	1/20/2006 12:23:12 PM
From: Big Bucks	Read Replies (2) of 25522

Bob, my sentiments exactly....communications, media, entertainment, and lifestyle enhancements are massive consumer markets that INTC is addressing for the long term and they have the technologies to supply them all on a global scale. I see nothing but HUGE upside potential, as long as they "sell" their marketing objectives to the markets/investors effectively. What made their growth so dynamic during the 90's was their marketing and manufacturing strategy. "Intel Inside" commercials established a strong marketing strategy. Remember the virtual computer component "fly thru" that demonstrated technological superiority? It was a masterful marketing technique that stimulated huge consumer demand for then leading edge Intel products. If they put that "formula" into their future product campaigns that demonstrate what the future holds, they will achieve exponential growth rates again very quickly. JMHO, but you heard it here first! BB

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