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Politics : Formerly About Applied Materials

AMAT 259.92

-1.1%

Dec 30 3:59 PM EST

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To: Clarksterh who wrote (31347)	7/11/1999 8:38:00 PM
From: Katherine Derbyshire	Read Replies (2) of 70976

>>Waxing philosophical, in the long run I agree, but in the short run computers appear to be hitting a transition point where they are walking down the demand elasticity curve. Thus the relatively small increase in PC revenues recently.<< Some of that has to do with the drop in PC unit prices, which in turn is driving more penetration. Lots more people can buy $300 PCs than $3000 PCs, but how much profit is there to squeeze out of a $300 PC? Other segments still have much more profit potential IMO. Katherine

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