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

To: Alastair McIntosh who wrote (2990)	9/12/2002 12:38:19 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Unfortunately, we do not see any buy catalysts for the group if/when stocks start to approach trough levels. The problem with this type of "analysis" is that upturns happen when they are least expected. Always.

To: Alastair McIntosh who wrote (2990)	9/12/2002 2:33:18 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 25522

RE: "...very little demand for bleeding edge independent of yields..." This is true for PC processors and PC DRAM. A recent article said computer chips are 53% of total chip revenue, while comm and consumer are 18% and 13% (industrial 8%, auto 6%). I believe that the technology drivers are network bandwidth and speed, particularly in support of wireless. The application is the evolution from data and voice networks to video networks. Video in the sense that the source is a video camera/microphone and the destination is a video display screen/speaker. Handling full screen, full motion video is a processor/memory intensive process. Bleeding edge will be required for more than yield, but it will not be driven by the data needs of business and consumers.