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Politics : Formerly About Applied Materials
AMAT 297.52-6.6%Feb 4 3:59 PM EST
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To: BelowTheCrowd who wrote (17011)3/4/1998 3:02:00 PM
From: Teri Skogerboe  Read Replies (1) of 70976
 
Michael,

Thanks for your comments. I was mostly asking for clarification because I do not build PCs. I've noticed that SEG and ADPT have made comments about "weaknesses in their high-end products" over the past few months.

But you are basically saying that it is your understanding that today's "bargain pcs" have as many chips as the $3,000 jobies did a couple of years ago? (and that those chips are just cheaper)

Re: "How this shakes out for the semi and equipment manufacturers in the long run is still a bit unclear."

I agree, but in the long-haul, I tend to think they will do okay. Near-term, some bumps and bruises, probably.

JMO,
Teri
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