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: Proud_Infidel who wrote (19273)	6/7/2006 1:22:47 PM
From: etchmeister	Read Replies (3) of 25522

If second half turns out better than expected they will start slamming equips because of 2007 - the peak is somewhat a moving target. I think Samsung will be very determined to move flash into HDD space - ASML should be one of those suppliers that will help to make it happen. Samsung engineers work six days a week although Saturday is somewhat a short day.

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