Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 327.03

+2.5%

3:59 PM EST

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To: davesd who wrote (10520)	11/8/1997 1:16:00 AM
From: Barron Von Hymen	Read Replies (1) of 70976

On net PC's there are presumably no frills like storage capacity, so that shaves off probably 1/4 of the price of a complete system. Strip off high speed controllers and the floppy and CD rom unit, and you still have the semi's which make up the rest. I don't think that Intel or semi equipment makers will lose margins on net PC's which is what I assume the sub 1000 PC refers to; rather the contrary. It's much easier to replace a $1000 unit than a complete system in an upgrade to faster components, as network bandwith and raw processing speed improves with technology. Along with this comes demand for high tech equipment makers like AMAT and test making equipment like TER, as INTC mass produces faster and faster chips. I see tremendous value in AMAT at $35 a share.

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