Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

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To: 16yearcycle who wrote (10354)	11/4/1997 2:50:00 PM
From: Proud_Infidel	Read Replies (2) of 70976

Eventually the bandwith boogeyman could damage this industry. Gene, Please explain your logic here. IMHO, increased bandwidth will only help companies like AMAT. Bigger pipes mean faster applications which will in turn will require faster MPU's and MORE chips of all kinds- read: DRAM. The end is NOWHERE near IMO. Don't listen to these Cassandra's; they will be waiting awhile before AMAT again falls 45%<G> Brian

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