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

To: BWAC who wrote (7208)	9/17/2003 11:43:03 PM
From: Lizzie Tudor	Respond to of 25522

I guess it all comes down to whether we get any fundamental deal flow from all these new employees coming online in the offshore ventures. That is the demand driver for chips, at the end user level. If we were hiring all those people here in the US we'd be firing on all cylinders, but the cost is so low we can hire 3x the number over there. Offshore hiring is a different matter wrt spurring demand though. I don't know if everybody walks in the door and gets a PC or what. If true we will see a double in demand coming, minimum.