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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (31343)	7/10/1999 2:02:00 PM
From: Clarksterh	Read Replies (2) \| Respond to of 70976

Brian - My only interest is (1)the trend of computers becoming more pervasive in our lives, and (2)the fact that we are far from reaching any kind of saturation point. Waxing philosophical, in the long run I agree, but in the short run computers appear to be hitting a transition point where they are walking down the demand elasticity curve. Thus the relatively small increase in PC revenues recently. As far as other uses for semiconductor, those are growing by leaps and bounds (e.g. communications), but PC's used to be the drivers (i.e. the biggest segment) and the switch has been/will continue to be a little painful occasionally? Of course this also provides opportunity - for instance many people track DRAM as one of the most important indicators of the SEMI groups future health, but as PC's shrink in importance, so does the importance of DRAM. All JMO. Clark