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

To: willcousa who wrote (4766)	1/6/2003 9:25:30 AM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Will, Agreed.One must also reconize that although the SCE makers are at a general breakeven point - they are growing huge cash hordes as the depreciation ,a cashless expense,generates good cash accumulation and generates no tax liability. Most of these leaders are in excellent shape to Ramp up production - as technology advances are driven by electronic developements which necessitate advanced manufacturing techniques. OFF TOPIC : There is what I believe will be a new killer ap just being developed and announced this morning. Full disclosure - KVHI is my largest long holding. It is a moment patiently awaited for a long time : LIVE PHAS ARRAY ANTENNAE and mobile internet in autos featuring WI-FI. Just an example of advanced electronics that will ahve juge appeal very soon. Bob