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


To: Kirk © who wrote (8896)2/13/2004 8:47:29 PM
From: Cary Salsberg  Respond to of 25522
 
Currently, China is not the home of leading edge fabs. There has already been some IP problems with Taiwan produced LEDs. I am not worried about ALTR and XLNX IP. They have a very complicated product and they are among the fastest moving targets. Also, they know that price is key to expanding their market against ASIC producers so they limit gross margins and transfer cost improvements to their customers.