Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.84

-0.8%

3:59 PM EST

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To: Stuart Schechter who wrote (8797)	10/17/1997 2:47:00 PM
From: Big Bucks	of 70976

Stuart, INTC is the bellweather of the Chip industry, if it is not doing well it is signalling that industry growth is slowing due to excess capacity and low chip prices and thus low margins. This has a direct influence on the equipment manufacturers because it means the chip industry will likely need less equipment going forward and therefore fewer orders, and lower earnings. The current software will meet 100% of the current hardware requirements. Hardware always leads software capability by 2-3 years and the next 64 bit hardware is still 2-3 years away from mass market exposure. There is no current need for 64 bit software and won't be for 3 years at least. There is no "critical" need for 64 bit hardware or software at this time. What will drive the hardware and software are things like cable modems, gigabit ethernet, and "soft applications" that replace hardware (like softmodems). There will shortly be bargains in the semiconductor equipment industry, watch AMAT,LRCX,NVLS and be ready to invest when no one wants them, then wait 3-12 months as the technology starts to transition to 300mm technology. BB

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