Applied Materials No-Politics Thread (AMAT) Message Board

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

AMAT 230.77

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Nov 12 3:59 PM EST

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To: The Ox who wrote (25215)	1/7/2013 9:13:53 AM
From: robert b furman	Read Replies (1) of 25522

Not sure Ox, Has not the solar been an albatross on them? Seems like M&A is how all players have addressed the lack of growth in this sector. screencast.com screencast.com screencast.com THE ENTIRE SECTOR HAS BEEN SIDEWAYS FOR A LONG TIME. Don't get me wrong - I'd like it to be different too. Seems sector wide. I think there is so much confusion about this outselling that. Only aapl making money. But in that confusion - many more chips being made. long term wealth creation but fewer players and a maturing industry. Stock buy backs and dividends being paid as industry wide consolidation occurs. The US went from 100 plus auto makers in the 1900's to just 3 in 80 years same evolution? Bob

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