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Technology Stocks : Cymer (CYMI)

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To: Tim Bagwell who wrote (6451)10/25/1997 8:43:00 AM
From: D.J.Smyth  Read Replies (1) of 25960
 
Tim, <<(d) Tim, Tim. If we have a family that can afford a $2,000 computer, how many families can afford a $1,000 computer - two more families?

Darrell, Darrell. Low cost PC's are not using PII chips. Add to that the fact that corporate clients are happy with P166's and you find that this affects the future growth of new fabs. Intel may not need to ramp new capacity for PII's as quickly if older technology is enjoying a longer market life.>>

my point as well. Intel has avoided the lower margined lines. Those lower margined lines are being aggressively attacked by its competitors, namely Cyrix. whether the business goes to Intel or Cyrix is not important. the business expands as more people are able to afford a lesser cost system. Europe, South America, Mexico, China, in point.

hey, i've got better things to do than sit on this computer answer comments, and so do you.
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