Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

+0.9%

Dec 1 3:59 PM EST

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To: Proud_Infidel who wrote (19904)	6/4/1998 2:53:00 PM
From: shane forbes	Read Replies (2) of 70976

(PC still driver for semi-equips) Brian: Hey wait a minute! I'm the bandwidth (big-time) boy as well! However for the semi-equips this is really a DRAM and CPU market right now. These 2 sectors (PC) drive semi-equip demand and will do so for the next 3-4 years (at least). When PC market suffers semi-equips suffer. It happened in 1996 it is happening in 1998. The bandwidth IC boys have demand requirements that are starting from a much smaller base and so the effect on the semi-equips is not big. But in time this will change and bandwidth ICs will be the driver. Just not yet... Brian I thought you were bullish in the 30's as well. Sure I think the 28 range is decent. That's why (on the blood thread) I've said that it makes sense to average in at this time. But would I put a lump sum in today. Absolutely NOT.. shane. My mamma said there will be better days than this...

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