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

To: robert b furman who wrote (20888)	10/17/2006 9:24:34 AM
From: dr_elis	Read Replies (1) \| Respond to of 25522

What a dog AMAT has been, hope this changes for the better soon.

To: robert b furman who wrote (20888)	10/17/2006 11:55:38 AM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "...my favorite..." Your "favorite" does not contribute to the implementation of "Moore's Law" and is not a beneficiary of "Moore's Law". It is a low tech, peripheral part of the semi industry. While these do not make COHU's success impossible, they point to a small role for COHU in any portfolio geared to take advantage of the growth of semi's share of GDP driven, in large part, by "Moore's Law".