Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 235.24

+4.5%

Nov 19 3:59 PM EST

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To: Teri Skogerboe who wrote (17843)	3/18/1998 10:36:00 PM
From: BigShoulders	Read Replies (2) of 70976

Teri and all Some issues that may be affecting stock prices now and in the future: 1) Internet stocks and potential providers of solutions to the bandwidth problem are obviously getting investors' attention. Examples - Bill Gates invests a $billion in Comcast; AOL, Yahoo, etc; even the regional phone companies stocks are on the move up (my USWest stock has made me look smart even though I'm not). This may be holding back semi stocks. 2) Computer hardware seems to be well ahead of the needs of most people. You don't need a 333mhz PentiumII to surf the web. My Dell 233 runs faster than I need. The sub $1000 computer has adequate speed, hard drive, RAM for most people. Isn't this bearish for chipmakers and the equipment providers? Are there changes in software on the horizon that are going to make this power a necessity? How soon? . How long will it last? When internet speed is improved, will there be need for more powerful hardware? I haven't seen these issues discussed here. If anyone has some insight or an opinion please comment. BigShoulders PS - Teri, I think your posts, with news of the world that affects us, are very helpful in seeing the bigger picture. Is your middle name Newshound?

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