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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 (5068)1/21/2003 12:04:02 AM
From: Paul V.  Respond to of 25522
 
robert, not to be morbid, but all of the use of the smart weapons that are used will have to be replaced and or new one developed. The Nort Korea situation will increase and other difficulties will no doubt increase production on the tech side of the economy in additon to the normal expansion in the World for Chips. Wonder what impact the war will have on AMAT, Intc, MSFT, LLL, CSCO, etc.

With the buildup I can not see how anyone can turn this ship around without the US losing face if the US does not proceed.

Just my opinion.

Paul