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

To: Ian@SI who wrote (8737)2/4/2004 12:03:13 PM
From: Fred Levine  Read Replies (1) | Respond to of 25522
 
Cary-- Reagarding capacity:

Certainly you are right. All economic concepts have definitional wiggle room. However, IMO, the concept of capacity as a unit of efficiency, is useful. It is not difficult to imagine a fab being overworked, and bottlenecks develop, accidents increase, etc. That is the utility of the concept.

Unrelated, some time ago I sent a few emails to AMAT regarding their involvement in OLEDs. Thru this thread, namely Kirk, I invested in PANL and it doubled. I would like to know if AMAT is involved in what will be a huge industry. They have not responded. It seems Brian has more pull than I have.

fred



To: Ian@SI who wrote (8737)2/4/2004 12:06:10 PM
From: Big Bucks  Respond to of 25522
 
Current manufacturing capacity, ROI, equipment utilization,
new product development and new/future orders are part of the equation to needed to justify new equipment and fab expansion.


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