Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 250.89

-0.6%

10:10 AM EST

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To: akidron who wrote (17439)	3/9/1998 8:10:00 PM
From: Proud_Infidel	Read Replies (1) of 70976

aki, Re:Looks like tap city for Intels high margins.... Compaq, 60% non Intel boxes in Jan...and IBM 71%. That's mind boggling. Overall, 36% NON Intel boxes in Jan 1998 vs 7% in the first quarter of 1997. The retail consumer has spoken...and they didn't care as much about "Intel Inside" as the price on the outside... This is relevant to AMAT how???? As long as and-user demand remains strong and INTC et al increase their capex(which BTW they said they would along w/ their preannouncement) then I really do not care if the consumer is buying an AMD or Intel. INTC made no statement they were cutting back capex....that, along w/ end-user demand is all I really care about. Although in the long run I do believe that INTC will blow AMD out of the water, right now they are experiencing one of their "inflection points." BK

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