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

To: Ian@SI who wrote (7542)	10/15/2003 3:28:49 PM
From: Big Bucks	Read Replies (2) \| Respond to of 25522

Ian, so what does that make Applied Materials? A think tank? For each piece of equipment that AMAT manufactures there are hundreds of manufacturing vendors and all of the other infrastructure support services that are necessary for product fruition. These are jobs and very necessary to support the manufacturing effort. Let me see a designer make a chip without the equipment necessary to manufacture it. LOL...we could argue about our philosophies forever and not see eye to eye on the subject. I concede that higher wages go to the higher skilled/trained.....but only if there is a lower echelon to help support and fund their efforts..... Regards, BB

To: Ian@SI who wrote (7542)	10/15/2003 9:45:38 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 25522

Gartner Puts World-Wide PC Market Growth At 14% in 3Q Wednesday October 15, 9:34 pm ET By Mark Boslet PALO ALTO, Calif. -- The world-wide personal-computer market showed signs of an upturn in the third quarter by growing more than 14% and outpacing expectations, according to two research firms. The period's shipments of PCs, laptops and servers running Intel Corp. (NasdaqNM:INTC - News) chips marked the second quarter in a row of double-digit growth, according to analysts at Gartner Group. Gartner pegged the quarterly growth at 14% and said the expansion was aided by falling prices, wireless technologies and the improved performance of the machines. Analysts at IDC said shipments rose 16% to 38.4 million units. Strong demand for notebooks helped the results beat expectations for about 10% growth, IDC said. Business was particularly strong in the U.S. and Europe, where expansion was 16% and about 18% respectively, the researchers at IDC said. Consumer and government demand was solid in the U.S., while business buying was "selective with signs of improvement," IDC said. During the quarter, Dell Computer Corp. (NasdaqNM:DELL - News) maintained its position as the largest computer vendor, though Hewlett-Packard Co. (NYSE:HPQ - News) closed the gap. Dell had 15.3% of the market and H-P, 15%, Gartner said. H-P trailed Dell by 400,000 units at the end of the second quarter. That gap narrowed to slightly less than 62,000 units in the third. IDC put Dell's marketshare at 17.4% and H-P's at 17.1%.