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

To: Proud_Infidel who wrote (7449)	10/8/2003 11:50:03 AM
From: Big Bucks	Respond to of 25522

Chip makers are cautious about investments now because they want to publish fat profit margins after two of the industry's worst ever years. High factory utilisation rates and high chip prices due to short supply will lead to bigger profits. I agree totally. After 3 lean years, manufacturers want to maximize their profits on the equipment that they have already purchased, with strategic buys only when required to move the technology forward..... Sub 0.13uM devices are still very difficult and very expensive to manufacture, and there is little immediate mass consumer need for products manufactured using this technology....but in 2-3 years, demand will catch up with the technology. BB