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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 249.89+3.1%Nov 26 3:59 PM EST
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To: Kirk © who wrote (24849)1/13/2011 6:32:59 PM
From: cluka   of 25522
 
Almost all the money will go to equipment according to INTC. They are basically catching up on investments they did not have to make on 35nm since they reused 45nm equipment.

This is not a volume driven expansion but technology driven even if they will be able to increase volume.
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