UMS Holdings

[Drizzt]

i think the succulent point was the transition from capex of maintenance to capex of growth. there is a war on performance per unit watt, so much so that nvidia, qualcomm, intel and apple are dueling on that front.

the way i look at it as long as there is an intel vs the rest wave, competition will bring the need to invest in better chip manufacturing equipment, which is the base AMAT sells.

somehow i find the prospect being much better than we anticipate.