Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

+1.1%

Jan 23 9:30 AM EST

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To: jtechkid who wrote (18442)	4/2/1998 7:40:00 PM
From: Robert Scott Diver	Read Replies (1) of 70976

IBM has the copper process and the fastest chips (PowerPC). IBM is making Intel compatible chips for AMD, Cyrix, and themselves. Celeron is apparently not going to solve Intel's low end competitiveness problem. It is easy to believe that IBM will start manufacturing chips that Intel can't compete with on the high end also. When you are about to lose your monopoly, it is going to hurt the stock price. JMHO, Scott

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