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Politics : Formerly About Applied Materials

AMAT 256.40

+1.2%

3:59 PM EST

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To: Proud_Infidel who wrote (33303)	11/22/1999 1:31:00 AM
From: Doug B.	Read Replies (1) of 70976

Don't count on it. Where is iOmega with removable storage, or 3Com with communication hardware? These are smaller companies by far, but they are both victims of the vagaries of fast-moving technology. The current infrastructure in VLSI/ULSI semiconductors has underlying technologies which are so specific that any change in the nature of the technology renders them irrelevant. Devices assembled in fundamentally different ways may render moot the current status quo. Just my thoughts. Doug The assumption I am currently using is that AMAT will play a major role in whatever technology replaces silicon based IC's. They have the expertise from all these years; I would think that is highly transferrable.

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