Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

+1.2%

3:59 PM EST

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To: Tony Viola who wrote (29740)	4/28/1999 11:22:00 AM
From: Stefan	Read Replies (2) of 70976

I will not argue your logic on PCs since bearish and bullish points were argued on other threads for last two months. Since you believe that PIII is doing exceptionally well why would you think INTC cut prices shortly after introduction? It sure was not a customary cut. If PIII is in demand why then businesses don't want them and prefer PII. Hit it is not Y2K, your reasoning on that would imply that PIII is not Y2K compliant which is false. My point is that there is no application that requires more computing power, once such app. is a hit then we will see recovery.

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