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

To: etchmeister who wrote (17328)	1/20/2006 11:02:40 PM
From: robert b furman	Read Replies (1) \| Respond to of 25522

Hi Etch, No doubt that is high - they represent the high end product. In 99 Intel didn't make the first graphics chip. They are aggressively working their way up the food channel. I believe they'll apply their manufacturing expertise to the point where their product for free will equal or at least nullify the need to upgrade at a higher cost. After all they have fabs and the graphic chip makers do not - so there is a margin out there to attack. Intel will be predatory on this sector, and they'll continue to achieve market share - probably a good long term short -but then I;'ve said that about AMD for years as well. Bob