Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 301.88

-1.0%

Jan 14 3:59 PM EST

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To: Gottfried who wrote (27121)	12/13/1998 7:55:00 PM
From: james paterson	Read Replies (1) of 70976

IMO, the number of new PCs that can be sold to low income people is reaching a threshold. Approx 20% of families could'nt afford to pay to be on the net even if they got 1 for free. No doubt, higher income families will have 2 or even more PCs at these low prices. The big question is can the box makers remain profitable at these low prices & will the chip makers be placing many new orders with AMAT. IMO, no & no. The U.S. now has a trade deficit in PCs. James

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