Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.05

+1.3%

Nov 14 3:59 PM EST

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To: Jerome who wrote (30632)	5/27/1999 10:04:00 AM
From: Katherine Derbyshire	Read Replies (3) of 70976

>>It is my belief that no matter what devices come to the mainstream, INTC will be supplying the chips, AMAT will be making the equipment to make the chips, and DELL, will be selling whatever the consumer wants. << How many Intel chips are in a PalmPilot or a cellular phone? How many of those devices can you buy from Dell? What is AMAT's position in the gallium arsenide market? I agree that Intel, Dell, and AMAT are all great companies. But so was IBM in its heyday, and Bethlehem Steel in its. Adapting to revolutionary change is hard, and it's not safe to assume that any company will do it successfully. Katherine

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