Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.31

-3.2%

3:59 PM EST

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To: Katherine Derbyshire who wrote (50519)	8/14/2001 5:58:46 PM
From: Ian@SI	Read Replies (2) of 70976

So... who benefits from cheap transistors? It isn't Intel-- ... Katherine, Why should the next decade be any different than the last 3. Continuous deflation in the chip sector has stimulated innovation and growth in chip applications across the economy. There's no evidence that that progress is anywhere close to stopping. INTC has evolved its product line during the past decades and benefitted. I see no reason why that success won't continue. I believe that many parts of the sector will be winners. The SOC companies, the DSP makers, the bluetooth guys, etc... FWIW, Ian

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