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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Sarmad Y. Hermiz who wrote (2055)8/3/2002 11:54:22 AM
From: robert b furman  Respond to of 25522
 
Hi Sarmad,

In many ways - the tech companies are showing signs of a maturing market.Mergers and acquisitions will continue.I recall KLA and Tencor merging around the bottom of the 98 cycle.

Like the auto business, huge sales on thin margins are a sign of global excess capacity.

Technology must advance and then the cycle will renew.

Profitability is low but R&D is still very high.

These seeds being planted will yield fruit.

Bob


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