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

To: matt dillabough who wrote (8882)	2/13/2004 10:06:35 AM
From: Gottfried	Respond to of 25522

matt, thanks for the heads-up on the Barron's news. Steinkopf is quoted >we'd rather be six months early than one day late< in those 6 months stocks could soar. >Because of the rally the sector has had...< almost every stock worth having has doubled over the last year because they had dropped too much. Gottfried

To: matt dillabough who wrote (8882)	2/13/2004 10:43:48 AM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

Matt- again these guys don't get it....fabs expand and buy equipment when profits are good and they have funds to invest in their future growth. They know that the industry is cyclical and they plan their buying and growth strategies accordingly.... When money is available they upgrade to be competitive and try to make as much as possible. If they don't they become non-competitive very quickly and fall to far behind and become obsolete. Innovation, manufacturing capability, and sales is the life blood of a fab. There have been many articles posted by Brian, et al, about fabs increasing their equipment purchase budgets this year. Most of the analysts have wrong as usual. BB