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Politics : Formerly About Applied Materials

AMAT 317.97

-2.8%

Jan 20 3:59 PM EST

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To: Teri Skogerboe who wrote (20768)	6/24/1998 7:52:00 PM
From: Clarksterh	Read Replies (1) of 70976

Teri - Nice to know we are in agreement about unit capacity growth, or lack thereof. But ultimately what counts is unit capacity, since that is how the PC industry tracks growth - not by transistors. When was the last time you saw VLSI Research say 'PC transistors shipped grew at 80% this year.'? Clark

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