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

To: Big Bucks who wrote (33956)	2/1/2000 12:54:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

BB, Thanks for the detailed response. I disagree, but thanks all the same. You may well be right. However, the bottleneck at INTC will be fixed soon. INTC is not just going to cede its market share to others. Once they are able to meet demand, is this not going to create significant growth in demand for chips from the other chipmakers? Is that not going to slow, or even reverse, the recent DRAM pricing weakness. And won't there be a significant stepup in demand once DDR SDRAM is available at the same cost as SDRAM? (i.e. - by the end of this year). Wouldn't you like to have a much faster machine for the same or a lower price? And is the developing world going to all of a sudden declare, that they've developed enough? No more chips please. I think not. The Internet revolution is changing the way global and local business is conducted. Everywhere! That revolution isn't going to stop, slow down or just maintain its same growth rate any time soon. IMO, we're going to see another decade of extraordinary growth in chip consumption, productivity improvement and low to no inflation. Just my opinion, Ian.