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

To: Proud_Infidel who wrote (2841)	9/4/2002 4:37:42 AM
From: robert b furman	Respond to of 25522

Hi Brian, If inventory is managed to a lower level it could also mean higher prices if the surge of activity is bigger than anticipated?! I wonder if this lack of computer buying isn't more of a decline in upgrades - since many are just now beginning to enjoy "the more effective upgrade" as they switch to broadband. As the better last mile becomes available - it is effectively doing more than a new box would for speed enhancements. It must be deferring "box sales " - to some degree - perhaps higher than we give it credit for?? Bob It is happening in earnest for the first time in Texas now.