Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 318.63

-3.0%

Feb 3 3:59 PM EST

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To: Skeeter Bug who wrote (4483)	5/14/1997 12:05:00 AM
From: Darin	of 70976

Skeeter, Micron's (Micron Electric, not MU) margins begin down were due to start up costs overseas mainly... not due to softness in the PC market... I forsee that margins will actually increase for companies like Dell and Gateway as the PII and MMX machines take over since their ASP will go up.. And just wait til the next generation of laptop chips (Deschutes) hits the market... Darin

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