Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Fred Levine who wrote (32527)	9/21/1999 10:58:00 AM
From: Proud_Infidel	Respond to of 70976

I agree. Additionally, it indicates that the recent demand we have seen for PC's is not necessarily Y2K related. There have been numerous accustaions by the bears that the demand is the result of companies hoarding PC's in the event of Y2K fears. The demand for the G4 would seem to indicate otherwise. BK

To: Fred Levine who wrote (32527)	9/21/1999 12:16:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Fred, Brian, MO, the shortage of Motorola chips, which hurt Apple, indicates that there is a need for increased capacity, which is obviously positive for our beloved AMAT. The guys on the Intel thread that have a lot of experience with chip fab quantities, yields, etc., figured the 150,000 chips, or portion thereof, that Motorola can't supply Apple is a very small amount (even though it's huge to Apple today). One guy calculated that it's about 1 1/2 days worth of output for Intel. It's not a capacity problem, more likely scheduling or yield, at Motorola. Tony