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

To: Proud_Infidel who wrote (36634)	8/11/2000 10:33:27 AM
From: michael97123	Respond to of 70976

Does anyone on this thread have a technical view of AMAT?

To: Proud_Infidel who wrote (36634)	8/11/2000 10:43:52 AM
From: Tony Viola	Read Replies (2) \| Respond to of 70976

Brian, >IBM's latest breakthrough, a new chip transistor design known as V-Groove, will allow the company to stay ahead of the curve of Moore's Law 15 to 20 years in the future, should it find its way into production. Looks like AMAT and Intel won't have to worry about how to make chips out of salmon DNA, or whatever Haines said to Morgan yesterday. Re the selling of AMAT and other semi/equips, I think StanX Long's post might hit the nail on the head: The institutes are selling. They are selling you mother's or grandmother's holding of AMAT she has held for two or three years. Get out now and take the profit mam, not bad. I wonder what the cycle is for that? Tony