Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (26797)	12/1/1998 8:38:00 PM
From: Duker	Read Replies (1) of 70976

Nope. Desktop OS software is sold to individual/corporate computer owners, too. Lots of it. John Q. Public won't need wafer steppers any time soon.>> Guess I do not understand your point there. A sector growing faster than its customers ... the Desktop OS is a greater percentage of the value desktop box ... as the equipment could be a greater percentage of the value created by the fab. --Duker

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next