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Politics : Formerly About Applied Materials
AMAT 268.72+1.3%Dec 3 3:59 PM EST

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To: Proud_Infidel who wrote (19922)6/5/1998 12:20:00 AM
From: FJB  Read Replies (1) of 70976
 
RE:MOT

While the Asian demand problem is very real, MOT really dropped the ball with respect to digital cellular/PCS. They've been killed in this area by competition. The person in charge of the cellular group was forced to resign for this reason. PowerPC isn't so great either. What's left of their DRAM business, forget about it. SRAM, another bad business to be in.

Bob
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