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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: davesd who wrote (10351)11/4/1997 2:43:00 PM
From: 16yearcycle  Read Replies (1) | Respond to of 70976
 
Dave,

This is not a personal attack. I simply think you lend too much importance to price cuts in your investment approach.

AMAT is not MICRON.

Prices will CONTINUALLY drop.

More chips will be needed.

More fabs will be built.

More equipment will be sold.

AMAT will become a much, much larger company.

Investors will make a ton of dough.

Bears will worry about EVERYTHING.

Eventually the bandwith boogeyman could damage this industry.

It will be awhile.

Gene