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

To: Lizzie Tudor who wrote (6469)	7/15/2003 8:08:02 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 25522

>> Who the heck is buying all those centrinos, high school kids? Liz, lots of "white box" (no-brand) PC's are being made in India and China. I follow the disk drive business, and every Q more % is going to Asia. The so-called analysts confine themselves to Dell and HP. But completely miss the no-name PC's. Of course there is an Intel or AMD chip (and a disk drive) in each of those boxes. I think Asia has the highest unit growth rates for PC's. Sarmad