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

To: Steve Lee who wrote (3562)	10/11/2002 11:54:08 AM
From: Jeffrey D	Respond to of 25522

Steve:<<What does the board think of the abiility of Chinese companies to move into this market and take market share?>> I believe China will partner with AMAT, not compete with them. Jeff

To: Steve Lee who wrote (3562)	10/11/2002 11:54:24 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

The high IP barriers are one very big reason why this sector should receive a healthy premium IMO. Chip companies like MU may be at risk, but I am not sure China could even compete in the equipment business for at least a decade or more. Given the chance, most of their home-grown brains will probably make the trip to SV anyway, another BIG mark against them. BK

To: Steve Lee who wrote (3562)	10/13/2002 3:23:58 AM
From: Pink Minion	Respond to of 25522

>> I am sure the barriers to entry in terms of expertise and investment are high I don't see a threat to AMAT. The threat is the continued over spending in chipmaking at the cost of gaining market share. Japan did it in the 80's (during their bubble) Korea did it in the 90's Taiwan is doing it now. The biggest threat is probably the Internet allowing high paying US jobs to work in India and China. How ironic would that be if the Internet caused the downfall of the US economy.