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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (45501)	4/17/2001 3:41:23 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Jacob, I suspect that you can safely ignore financing risk with AMAT given its more than competent management team, its cash position, its cash flow and its leadership in a growing industry. As the last 6 months have conclusively shown, I'm no longer certain about anything. That said, it's as close to a certainty as one gets these days, that there are many more urgent things about which to worry. Katherine, Fully agree that BECAUSE chips get cheaper, their use and usage proliferates. I'd go one step further and observe that this has been a virtuous circle. i.e. - BECAUSE chip usage and uses have proliferated, they've gotten cheaper. 1. Due to volume 2. Due to added incentive to adopt productivity improving tools and processes. However there's no argument with the starting point. Chips have to continue getting cheaper for this sector to continue to grow faster than the economy for an extended period of time. IMO, Ian.