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Politics : Formerly About Applied Materials
AMAT 327.03+2.5%3:59 PM EST

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To: Ian@SI who wrote (33952)2/1/2000 12:31:00 PM
From: Lone Star  Read Replies (1) of 70976
 
Ian, dang, don't have the link, but PC makers are still top five chip buyers, then the next four were comm. companies. But, your input is still valid because the shift in weighting is evident. No one would be surprised to see comm. companies surpass PC guys in near future. of course, as everything converges it may not be so clear!
The press release I refer to is only days old- maybe someone could post.
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