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

To: Return to Sender who wrote (14881)	5/10/2005 11:21:07 AM
From: Big Bucks	Read Replies (1) \| Respond to of 25522

RTS- I was commenting on the 5 year chart...I was not wrong in my statement. Do you honestly expect the exceptional technology industry growth that was seen in the 90's to repeat? That was an exceptional event in history and won't be matched any time soon, IMO. The semi industry was in its adolescent/teen rapid growth stage during the 90's, it has now reached maturity and chips are now considered commodity products with ample manufacturing capacity and an industry that can quickly ramp production to meet consumer needs. Do you remember when a high end CPU cost $1200 and a coprocessor cost $800 for what is now an obsolete technology. I recall being in an INTC fab and was shown a 6 inch wafer with coprocessors that was valued at $100k per wafer... basically, a cassette of 25 wafers paid for a piece of semi equipment and all of its spares and support....we are not likely to see those kind of profits again, unless there is a paradyme technology shift that is currently in development.