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

To: Cary Salsberg who wrote (24727)11/19/2010 12:27:59 PM
From: Kirk ©  Respond to of 25522
 
agree 100%. Growing too fast can be hard on margins. Slow growth in a tight labor market can be very good.



To: Cary Salsberg who wrote (24727)11/19/2010 1:15:32 PM
From: cluka  Read Replies (1) | Respond to of 25522
 
Cary,

Spending on SCE has expanded at a very high rate. This is not a slow gradual recovery.

If you look at end market demand, you will find it was growing more in N. America than in Asia. That is a bit funny.

If you consider that our budget deficit expanded by an enormous number, that FED expanded its balance sheet by a staggering amount, you can understand why this growth spurt.

Is this sustainable? I don't believe so.


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