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: etchmeister who wrote (19298)	6/8/2006 11:48:49 AM
From: etchmeister	Read Replies (1) of 25522

Since most of growth comes from emerging markets units will be OK but emerging markets seem to prefer low cost processors - hence sales might suffer or not grow as quickly compared to units. Rick Hill was asked about seeing a change in spending pattern with regards to INTC and AMD and his response was no; Fitz asked that question. Being so ultra conservative in the past Rick Hill was downright bullish - I still do not understand that Q&A only lasted 15 minutes

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