Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 256.40

+1.1%

Dec 19 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Lone Star who wrote (12846)	12/10/1997 10:48:00 AM
From: Kirk ©	Read Replies (2) of 70976

The uncertainty of effect on worldwide demand is the crucial element to be addressed,... Has anyone done an analysis on what HDTV or set-top boxes and the like will require in the way of square inches of silicon wafers? For an even smaller market, but still large in wafer inches, is digital cameras and digital vcrs. To me, it seems demand for these devices and others not yet invented will always require new fabs to be built. Owning AMAT in a balanced, personal portfolio just seems like a "no brainer" to me much like owning a good steel co and railroad company in the early part of the industrial revolution. regards Kirk out New Dec. article up at: suite101.com

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next