Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 268.72

+1.3%

Dec 3 3:59 PM EST

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To: davesd who wrote (13922)	12/30/1997 8:18:00 AM
From: Proud_Infidel	Read Replies (2) of 70976

Dave, Re:.FLASH is another area. Didn't INTC just announce plans for another FLASH memeory plant. INTC, the co. that will not build unless there are profits to be had, along with high margins? atleast we agree on DRAM....and that's 40% of the chip market... 40% and falling. As DRAM becomes a smaller % of revs, hopefully these wild swings in the equips will become a thing of the past. regards, Brian

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