Replies to post #248235 on Zeev's Turnips Patch-No Politics (ZEEV)

[D2]

Disagree......a young teenager maybe.....

[phill]

re: low cost producer is gonna be the winner, and its not gonna be AMAT

NVLS? LRCX? new tech? Not many players in AMAT's game, and all have managed to stay profitable (mostly) since 15+ years. What are you seeing that will change this?

tia,

phill