Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: davesd who wrote (10912)	11/13/1997 12:21:00 AM
From: Big Bucks	Read Replies (1) of 70976

Dave, >>The turnaround will come when the overcapacity is soaked up<< This is apparent. The industry needs to be "behind schedule" or in a demand driven environment. As of now the chip industry can produce products with such good efficiency that the surplus is outgrowing demand, hence price competition and excess capacity. The past catalysts for increased chip demand have been new innovative consumer products such as cell phones, computers, pagers,vcr's,televisions,digital watches, and various electronics wizardry that created the demand for more chips. The next "must have" technology IMHO is increased communication bandwidth for the internet infrastructure such as cable modems, wireless modems and the transmitter/receiver/switching support services along with ethernet interfaces for consumer home appliances. There is no new "killer" software to help drive the need for better computer hardware yet, and I don't see that occuring for 3-5 more years. Most of todays recent personal PC's should be adequate for general consumer use for another 2-3 years with some minor upgrades to increase performance. Any other ideas about new products acting as a technology catalyst for consumers, short term, say 1-2 years? BB

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next