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To: MythMan who wrote (24448)	3/11/1999 6:36:00 AM
From: accountclosed	Read Replies (1) of 86076

From amat 10-Q march 9, 1999 DRAM Prices The DRAM market improved during the first fiscal quarter of 1999 as device prices reached a level that enabled semiconductor manufacturers to increase capital spending. If DRAM pricing deteriorates, demand for the Company's products could be materially and adversely affected. PC Demand Further shifts in demand from more expensive, high-performance products to lower-priced products (sub-$1,000 PCs), or lower overall demand for PCs, could result in reduced profitability for, and lower capital spending by, semiconductor manufacturers, which could materially and adversely affect demand for the Company's products.

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