Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 250.89

-0.6%

10:10 AM EST

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To: 16yearcycle who wrote (25430)	10/17/1998 7:28:00 PM
From: MileHigh	Read Replies (1) of 70976

Eugene, I am a holder of RMBS shares so therefore am very bullish on the company. But with regard to your question on equip purchases, I read an article this AM from EE Times and it appears that the DRAM manu's will need to upgrade their backend testing equipment in order to produce RDRAM. I can post the article if you want. It also went on to say that RDRAM is going to be good for the testing equipment suppliers. They mentioned Teradyne as being in the right place at the right time now. I am not extremely knowledgeable on this end so I hope I got it right! MileHigh

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