Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 292.92

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10:49 AM EST

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To: gial who wrote (30684)	5/27/1999 8:33:00 PM
From: Sun Tzu	of 70976

Agreed, but until two-thirds of the DRAM makers go bust or get out of this business for good, that day will not arrive. The reason everyone is rushing to use the new processes is because they reduce the per unit costs. So whoever gets the upgrades first, will have the advantage over others. But it is almost like the arms race; once your opponent has it, so must you. Eventually, I suspect only the most financially strong (or the most niche players) will survive. What I can't figure out is how much financing is left for each player. If I knew for sure that there will at most be financing for another 2 years and that Micron can stay in tact for 3 years, then I would buy MU tomorrow and would not look back for another 5 years. ST

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