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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 (4578)	12/21/2002 4:56:39 PM
From: Road Walker	Read Replies (2) \| Respond to of 25522

Sarmad, re: But a large amount was due to the dot.com scam. Yes, but as a WAG, that was ~10%-20% of the artificial demand. There were still a lot of legitimate, on-going businesses that replaced their PC's in the 1999-2000 timeframe. And those PC's are getting older every day. There is a higher base demand, the industry has expanded. The uncertain economy has contributed to the upgrade delay... but at some point, those PC become such a mess that they become marginally functional. I sense pent up corporate demand. Many of the tech component manufacturers have become at least slightly lean; much of the extra revenue should go to their bottom line. And the demand / capacity situation could raise ASP's. But my senses may be clouded. I also agree on the white box market, almost impossible to measure. John

To: Sarmad Y. Hermiz who wrote (4578)	12/26/2002 12:04:40 PM
From: Sam	Read Replies (2) \| Respond to of 25522

[somewhat OT] Sarmad, My guess is that you are right when you say, "Our earliest actual earnings peek will come from the newly public Seagate on Jan 9. I think they will report earnings and unit sales far exceeding anyone's published forecast." Are you a buyer of STX at 10? Is there some price at which you would buy it, especially considering the nature of its management? You can answer on the DD board if this is considered too OT for this one. Just curious, Sam