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

To: Math Junkie who wrote (3880)11/11/2002 5:30:15 PM
From: Fred Levine  Read Replies (1) | Respond to of 25522
 
Richard--

>>
With regard to your concern for "huge losses with unsold equipment," I just want to point out that semiconductor equipment is built to order. They don't
build them and put them in a warehouse somewhere waiting for customers to show up.<<

They announced that this is the first time that they are not building to order. Therefore my concern.

I do have faith that the management has its hand on the pulse.

fred


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