Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 246.50

+1.7%

10:55 AM EST

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To: Tony Viola who wrote (23935)	9/7/1998 11:44:00 PM
From: Big Bucks	Read Replies (2) of 70976

Tony, I take it you are a bit sensitive on INTC, I'm assuming that u own some. I don't, but have been correct on them q-q since spring of '97. True, Celery has finally achieved some performance recognition but as you stated its' price will entice more sales at the low margin end at the expense of the higher performance/priced chips. Not everyone except power users have a need for that much computing power for Xeon and the next generation, especially at the higher cost. Concerning corporations, there are now very good alternatives, at very high speeds, for the sub-zero market that more than meet the needs of 90% of corporate America for spread sheets and basic business applications and of yet there is really no general business applications' program that requires pure horsepower to achieve acceptable results. With businesses/corporations starting to see a potential slow down they will likely curtail extraneous/unnecessary expenses as a cost saving exercise, IMHO. I guess we can agree to disagree on our assessment, but with Asia growth/market at a standstill it is unlikely that INTEL will show any stellar performance for a while. Just my opinion, BB

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