Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 301.11

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Jan 9 9:30 AM EST

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To: Jacob Snyder who wrote (23459)	9/10/2008 4:45:07 PM
From: Return to Sender	Read Replies (1) of 25522

Obviously I am not Gottfried but I believe most of the answer lies in the fact that while the numbers of chips going into endless applications continues to rise many previously not believed to be commodity related chips are now so cheap to manufacture with such thin profit margins that very few companies are building new fabs (ordering lots of new equipment) to match rising chip sales. Cyclical factors cannot be ignored as well. JMHO, RtS

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