Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 222.89

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10:29 AM EST

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To: Ian@SI who wrote (45451)	4/16/2001 11:13:04 AM
From: Shoibal Datta	Read Replies (2) of 70976

Moore's law will remain valid as long as chip usage and uses proliferate Ian, you raise an interesting point. Can you put the above statement in perspective with what is happening in Intel's PC or any other core chip businesses? Is the PC sector growing at a rate that justifies that kind of capital investment any more? In other words, should they invest a large amount of money in order to bring their cost structure down in an industry that is most likely not going to care? As an individual, would you be enthused about buying a P4 if the cost is reduced by $400 now. If the answer is no, then it doesn't much matter what Intel's cost is to make that chip. If the answer is yes, then Intel has a valid investment. As a corporation, is a P4 at any cost going to provide a significant advantage over the faster (and cheaper) P3s? As far as home consumers go, I think the bottleneck is not at the CPU level (and hasn't been for some time). I can easily justify wanting to buy the latest greatest graphics board for $350 rather than upgrading my CPU for the same amount. On the corporate side, a fast P3 will fulfill the needs of most desktops. Given this environment, making large-scale production buys in the capex department seems riskier. It would seem to me that it might make more sense to make small scale technology buys and feel this cycle out before making long term commitments. But then, I'm no techie. -SD

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