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

To: runes who wrote (6551)	7/24/2003 2:35:41 PM
From: Math Junkie	Respond to of 25522

That's a good point. There is a lot of wafer inspection equipment, for example, that is designed to work with any size wafer from four inch to eight inch merely by changing the chuck.

To: runes who wrote (6551)	7/24/2003 3:54:27 PM
From: Proud_Infidel	Read Replies (3) \| Respond to of 25522

Anyone have any opinion on the automation guys right now(ie. BRKS, ASYT)? They are trading around 1-2X sales while much of the rest of the sector trades at 5 or 6 times sales. If spending on 300mm fabs takes place later this year and into '04, automation equipment will be necessary for any new fab built, as a % much moreso than previously. And once this starts in earnest, these should see much of that capex money.....what am I missing in that these do not seem to be pointing to a recovery? They have had a nice move recently, but are still valued well below the rest of the sector, at least on a PSR basis. TIA Brian