Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 230.92

+3.1%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Henry D who wrote (29863)	5/2/1999 10:55:00 AM
From: Tony Viola	Read Replies (1) of 70976

Henry, my guess for recent weakness are: the alleged slowing of PC growth and DRAM pricing pressure. Your reasons sound as plausible as any. Throw in a very healthy runup in AMAT's stock price since last fall's lows, and the smokestack phenomenon and the price right now, to me, is very understandable. Still, looking at your reasons, Q1 PC growth was better than expected YOY at 17% units . The bears will say how about revs; well every unit has at least one Intel, or AMD or Cyrix, and chipset and DRAM and flash BIOS and disk controllers and a few other chips inside, regardless of its cost. WRT DRAM, the memory size being bandied for Win2000 is 128 MB. That ought to kickstart the DRAM business. AMAT needs to somehow become a dot commer, like Sun has and Intel is starting to, to a degree. AMAT builds the systems that build the chips that make the computers that connect the world. Tony

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next