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Politics : Formerly About Applied Materials
AMAT 318.63-3.0%3:59 PM EST
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To: davesd who wrote (8212)9/26/1997 3:26:00 PM
From: Lucinos   of 70976
 
Dave,

The problem of revenue growth for DRAM may not have anything
to do with AMAT's busisness. As long as the package unit
consumption of DRAM (as well as other semi products) is growing,
I do not see the price pressure on DRAM is a problem for AMAT
since the DRAM companies still need to buy more machine to
produce more wafers in order to meet the demand.

Actually, the lower is the price for DRAM, the more
will be the DRAM units sold, and the better is the
future for AMAT. Thanks.

Paul L.
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