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

To: csmith who wrote (37716)	10/3/2000 1:40:03 PM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Most likely, what it means is that the renowned analyst, Jonathan Joseph of the prestigious firm Solomon Smith Barney still has his head firmly up his a$$ thus explaining his view of the sector. ;^D Or he may have just realized what has been happening in this business for the past three decades. More MSIs(millions of square inches) of wafers are producing chips of increasing value as more bits and functionality is included on a single chip. e.g. - It takes fewer 128Mb chips than 4Mb chips to put 128MB or SDRAM in a PC. Duhhh! Give this renowned analyst another few years and he might even begin to understand that more companies are more productive and more profitable as a result of these efficiencies.