Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: FR1 who wrote (62262)	3/22/2002 8:02:03 PM
From: Sam Citron	Read Replies (2) \| Respond to of 70976

FR1, Sounds like very sound advice. As they say, it is sometimes possible to predict what will come along, but almost never when. If major new technologies come along and AMAT refuses to investigate, then I get worried. Cary and I were just discussing the programmable logic industry and why he is so bullish on it. I asked him why the world's leading logic chip company (Intel) which is desperately seeking to restart the growth engine has not moved into the programmable logic arena. He posited that the industry may be too small, which is the same answer I got when I asked Katherine Derbyshire why AMAT hasn't invested in compound semiconductor equipment. If you refuse to invest in the young and the small, then when do you invest? That is my question. Sam