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


To: Dale Knipschield who wrote (6816)8/18/2003 5:41:37 PM
From: Proud_Infidel  Read Replies (1) | Respond to of 25522
 
Do you mean from the equipment or IC side? AMAT is of course the largest supplier, but because TFT makes up only a portion of revs, they will not get the oomph a smaller company might get. The only exposure I have is through the companies I already own, and I am not sure what would be some "pure plays" in the TFT equipment area, though I am sure they would be fairly pricey given the growth ahead.

Regards,

Brian