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 304.08

+2.2%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Marc Trombella who wrote (17070)	3/4/1998 11:29:00 PM
From: davesd	Read Replies (2) of 70976

Marc....look back and see the recent history on all the PC makers...they are all having a tough time...DELL is the only one who is doing good...and I think that is going to be short lived, especially as we get into PC price wars between CPQ, DELL, HP, etc. The product transition is always happening....INTC has used that excuse during the MMX transition and now for the PII. The problem is that the chips are getting too powerful and few applications are coming out that need more horse power. A regular pentium 200Mhz does just fine running MS office and browsers in corporate America. Window 98 is not going to need much more than what 95 needs...the current middle of the line PC's will do just fine. INTC was forced to introduce the PII before it's time...they never got a chance to milk the MMX stuff.....this was due to pressures from AMD who was boasting chips faster than INTC's. Therefore, we have PC's (300Mhz and higher)that are looking for a job....while the price for lower end 233Mhz chips is dropping like a rock to compete with AMD. I think INTC is going to have a tough time going forward....especially with the IBM/AMD deal. INTC margins will suffer over the next few quarters. As far as AMAT is concerned....it doesn't matter if it's INTC or AMD inside...as long as it's chips inside. dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next