Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 252.25

+0.9%

Nov 28 9:30 AM EST

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To: Proud_Infidel who wrote (9263)	10/23/1997 5:33:00 PM
From: Kumar Nathan	Read Replies (1) of 70976

Brian & Everybody: Now it is time to buy. AMAT is so cheap and the prospects are plenty. Read the following article infoworld.com The important line to remember is it costs 2.8 times more investments in capital to make 1GB RAM from the conventional 16MB RAM in 300mm. Now the world is moving into more of imaging, multimedia applications, digital TVs etc., much of the programs are real memory guzzlers. Therefore all fabs will chose to higher DRAM. The only option available to them is to go to 300mm. Now AMAT is the only known leader in 300mm. Therefore the future for AMAT is very rosy. Now it is terribly under priced. Now is the time to load more. Regards Kumar

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