Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 225.18

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3:59 PM EST

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To: Math Junkie who wrote (28878)	3/4/1999 11:46:00 PM
From: Sun Tzu	Read Replies (1) of 70976

>>I should also point out that what determines semiconductor equipment sales this year is what semiconductor manufacturers think chip sales will be in future years, not what PC sales are this year.<< True. But businesses tend to think they will need more future supply only when the present demand is increasing. Now I heard a theory a few weeks ago, that the growth will not be coming from PC demand but rather from telecom demand. I find this plausible, especially in the light of recent mergers. Who are the telecom chip and equipment suppliers (please no reference to CSCO and LU)? I knew of three (VLSI, XYLN, and LEVL) all of them are being bought out since last week. Who else is left? Sun Tzu

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