Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Proud_Infidel who wrote (386)	11/9/2001 11:29:49 AM
From: Fred Levine	Read Replies (2) of 25522

>>AMD must keep up with INTC or they will not be able to remain competitive.<< Brian, I am in complete agreement with that statement. The issue, IMO, is not "if", but when. The background information that I still search for more chip applications. Clearly the revolution has slowed down, and the gimmicks, eg, Palm Pilots, are not selling as much. I still wait for DTV and the new memory intensive MS XP to increase demand. XP will cause the need for newer and hungrier computers; my son is bugging me to get one. I couldn't get enough info abt the gov.'s release of more broadband spectrum to make a judgment, but I know it won't hurt. fred fred

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