Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.17

+0.1%

Dec 8 3:59 PM EST

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To: Ramsey Su who wrote (20927)	6/26/1998 10:28:00 PM
From: Justa Werkenstiff	of 70976

Boy Named Su <g>: I wouldn't buy Windows '98. But there are many who will. Build it and they will come and come they have: Message 5032764 Gates may have pulled a fast one again. He may have lowered expectations around Windows '98. It is selling more than expected. Microsoft is a better marketer than innovator in my opinion at least in this area. Gates is going to milk Windows 1998 and then move on to NT. As to what drives AMAT to $100 before the end of this year, what makes you think this Stiff has a clue <g>? I did not know you wanted or expected AMAT to be $100 by the end of 1998. You might want to make other plans <g>. . But the DRAM situation is changing every day. I think we should all watch it closely for clues as to the direction it is taking.

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