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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 3:59 PM EST

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To: Gottfried who wrote (31068)	6/17/1999 1:39:00 PM
From: Tito L. Nisperos Jr.	Read Replies (2) of 70976

Gottfried and All, I'm sorry for the Employees of the destined to die Cyrix of NSM. We can not avoid casualties in the Chip Wars... If only the cash rich AMAT does not have a policy of competing with its customers, then the facilities of Cyrix could be used in a Foundry business for AMAT. I feel lucky that I'm invested in a Company that do not Kill its competitors in order to survive. Two years ago we discussed and concluded in this Thread that there will be vicious price wars as the Pc becomes affordable and multiple PCs in households will be the norm. Did we not foresee that AMAT & Company, who supplies all the Weapons to all the Combatants will benefit from all these Wars? Only the ones that have a Worms Eye-view of things do not think so. As we are witnessing now, the Computer Chip is becoming just a small part in the huge market for Chips; But they will be around for a long while yet. Even the basic calculator (with Chip inside) is still being built like the one AARP sent me as a gift just to read its Car Insurance Quotations. Instead of paying Newspaper and TV ADs, Vendors could just giveaway computers!... One who spends $3,000 on computers every two years could now get a $500 computer and then spend the extra $2,500 on different Electronic Gadgets that have Chips Inside. The number of uses of Chips are limited only by our imagination: --- how about a multiple-powered Car that have Chips to control and charge batteries using Wind, Solar, Dynamo as well as Gasoline?... or how about Sony (who has a Digital Hi 8 Camcorder that can see in total darkness) manufacturing a pair of glasses (with Chips Inside) that can be used by people at night --- reducing power consumption by turning off some lights!

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