Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

-2.7%

3:59 PM EST

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To: Proud_Infidel who wrote (27513)	1/4/1999 3:42:00 PM
From: David Rosenthal	Read Replies (2) of 70976

Brian, Will one of the Bears please tell me how this too is bad news for AMAT<GGG> I'll take a stab: Doesn't AMAT need new fabs or conversion to 300mm to have another big growth cycle. How does quadrupling (64 to 256) memory capacity cause either of these things to happen? Dave

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