Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 261.32

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3:59 PM EST

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To: Proud_Infidel who wrote (47231)	5/24/2001 6:04:47 PM
From: w0z	Read Replies (2) of 70976

Contract DRAM Microchip Prices Continue Falling Saw an interview with the NVDA CEO on CNBC the other day. NVDA has over 80% of the high-end graphics processor business and Haines asked him if falling PC prices were benefiting him by lowering total high-end graphics systems cost. He stated that actually falling DRAM prices were benefiting his business more because graphics is so memory intensive. Thought that was interesting and is yet another example of lower costs increasing market applications...but we all knew that...didn't we? EDIT...Also saw one of AMAT's ads on CNBC...what an idiotic waste of money IMHO! Here's the announcement from last week: AMAT wants "Information for everyone" to become as well known as "Where do you want to go today" and "Intel inside." AMAT will spend $30 Million in media advertising over the next 7 months according to an article in Monday's WSJ. The campaign, which points to the ubiquity of semiconductor chips in everyday life, is a move by the company to expand awareness among the general public of the benefits brought about through the chips produced by customers using AMAT equipment.

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