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Strategies & Market Trends : Cents and Sensibility - Kimberly and Friends' Consortium -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (62779)	1/14/2000 9:49:00 AM
From: Lone Star	Respond to of 108040

Good move- this sector will skyrocket for 3-4 yeras. Chip making capacity way behind, evertone pulled in capital spending for last 2-3 years and overdid it. Now, Intel increasing to 5B+ up 40%, Taiwan going crazy, 300mm wafers to begin, and chip consumption going up exponentially with all these new applications. Plus, a huge wild card around the corner with the switchover to HDTV. Imagine, every TV to be obsolete and needing replacement over next 5 years. And these TV's are chip HOGS. I have AMAT as my biggest long term core holding. I NEVER sell- has gone up an average of 34%CAGR over last 12 years.