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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%Feb 3 3:59 PM EST

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To: Big Bucks who wrote (8049)9/24/1997 11:30:00 AM
From: Mike Hancock   of 70976
 
Big, I've been giving your comments some thought, and have the following to run by you...

Back when DRAM were doubling every 1 1/2 years, people began to say,"Well this can't last there are only so many mainframes in the world, they only require x amount of memory, therefore we will only need x amount of memory".

Yet something called the PC was coming along, and now we are cramming both DRAM and VRAM on to these suckers as fast as we can.

æP have taken similiar paths into new products.

My point is I'm not sure we will ever reach the glut you warn of, as we integrate more, we will discover new applications. Potentially ones that use chips by the truck load, i.e. PCs.

We simply are going to want to do more and more!

Mike
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