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

To: Proud_Infidel who wrote (14879)	5/10/2005 11:05:28 AM
From: Big Bucks	Respond to of 25522

Brian, hasn't INTC been AMAT's largest customer for 15+ years. Their fortunes are mutually linked. AMAT depends on purchases from INTC as a major portion of its annual sales/revenues while INTC depends on AMAT to deliver leading edge technology production equipment that is necessary for delivering constantly evolving/improving processors. These two companies by their size and status have significant influence on market dynamics...their relationships are symbiotic and interdependent. The successes of each depend upon each other. The market moves in the same direction that they do, IMO.