Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 249.89

+3.1%

Nov 26 3:59 PM EST

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To: Proud_Infidel who wrote (24638)	9/26/1998 1:50:00 AM
From: Jacob Snyder	Read Replies (2) of 70976

re: 1,400,000,000 PCs/year sold in 2008: But who will have good margins if they sell for $149.99 apiece? Not Dell. Not any commodity component maker. Maybe Intel, but only because all the PCs will be connected to mainframes (excuse me, I meant servers) stuffed with 4th generation Merceds. Probably AMAT. They'll still have a franchise. Whoever wins the winner-take-all software wars. I wouldn't bet against Microsoft. Who else?

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