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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 233.63-3.0%3:59 PM EST
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To: The Ox who wrote (25413)8/14/2015 12:19:08 PM
From: robert b furman  Read Replies (1) of 25522
 
Hi Ox,

I think a lot of fabs have been on the bubble trying to master the 3D memory and how to attach it to the processor.

Now that intc has 3D Xpoint we'll see some pull ins and the equips will grow book to bill well into 2016.

Bob
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