Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 260.77

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Dec 24 12:59 PM EST

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To: davesd who wrote (13267)	12/14/1997 6:13:00 PM
From: Ian@SI	Read Replies (1) of 70976

Dave, Are you describing anything that is different than it has always been? The equipment makers make more money more often than the chip makers. Chip makers that aren't state of the art lose their seat at the "no-limit" poker game very quickly. By staying current, at least they have the hope that they'll be able to stay in the game. With the view that you've stated, is there any reason for any chipmaker to stay in business losing money on every chip that is sold? Ian. P.S. INTC is the exception which proves the rule.

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