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

To: Cary Salsberg who wrote (10111)	6/4/2004 10:48:22 AM
From: Sam Citron	Read Replies (2) \| Respond to of 25522

If the geo-political situation doesn't get any worse, I think we will see an extended period of semi growth without cyclicality...The only reason not to buy now is political. Can you elaborate on the relationship between geo-politics and semi growth? What does one have to do with the other? Would you expect that a prolonged period of bellicosity would have a severe impact on the semi industry? Is the effect mainly psychological (dampening of "animal spirits") or is there something more to it?