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

To: robert b furman who wrote (4765)	1/6/2003 9:17:00 AM
From: willcousa	Read Replies (1) \| Respond to of 25522

Be careful to separate the issues of depreciation life and method as used to file the tax return and that used for profit reporting. My experience is that reported earnings effect drives the decision making and not the tax return.

To: robert b furman who wrote (4765)	1/6/2003 4:58:35 PM
From: brushwud	Read Replies (1) \| Respond to of 25522

Poor AMD is still attempting to transition to the .13 micron manufacturing as Intel finished last year and they begin 90 nanometer pilots. This is old news. They do have to struggle with fewer resources than Intel, but AMD announced at their 3Q conference call that all their processor production is now at .13 um. And I believe Intel still makes products other than processors (such as chipsets, and maybe flash memory) in process technologies > .13 um.