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Strategies & Market Trends : 2026 TeoTwawKi ... 2032 Darkest Interregnum -- Ignore unavailable to you. Want to Upgrade?

To: carranza2 who wrote (39372)8/28/2008 9:41:22 PM
From: TobagoJack  Read Replies (2) | Respond to of 218068
 
imo, amat's eventual solar take will enable it to launch death-level discount attack on its non-solar-enabled semi competitors, so as to emerge victorious as last man standing

so, the implication might be that all amat's semi con equipment comeptitors must enter the solar fray so as to forstall extinction

meaning amat and the rest must get big fast relative to each other in solar and do so before the next combatant gets too far ahead to catch

and so a bubble dynamic is in place, on the backs of hope and innovation, greed and fear

etc etc

amen



To: carranza2 who wrote (39372)8/30/2008 11:03:35 PM
From: energyplay  Respond to of 218068
 
AMD (Advnced Micro Devices) competes with Intel. They are in the semiconductor business.

AMAT (Applied Materials) supplies capital equipment to AMD, intel, TSMC, Micron, Analog Devices and every other semiconductor company

AMAT (and Novellus, Teradyne, KLA-Tencor, Disco, and Nikon Stepper) are in the semiconductor capital equipment business.

AMAT is inlcuded in SOXX for some reason. It's like inlcuding Boeing with airline stocks.


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