Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 307.20

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3:59 PM EST

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To: Darin who wrote (8873)	10/17/1997 11:21:00 PM
From: Big Bucks	of 70976

Darin, Intel is in trouble, their proprietary slot 1 design and high cost is keeping all but the extreme high end customers away on their newest design "Tillamook", plus the fact that it will be replaced within 6 months with the slot 2 successor. For the common consumer the issue is, "who really needs that level of performance" for personal use? They have publically stated that they have adequate capacity for the rest of the year and thru the 1st quarter of next year, doesn't sound like they are looking real hard to build new fabs if the current fabs can meet the demand. BB

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