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

To: C_Johnson who wrote (38454)	10/18/2000 11:05:14 AM
From: Demosthenes	Respond to of 70976

Carl, Thanks, good to hear from you. D

To: C_Johnson who wrote (38454)	10/18/2000 11:08:19 AM
From: Proud_Infidel	Respond to of 70976

Hi Carl, Is it really the end for the integrated circuit? There are rumors floating around that the abacus may make a comeback, hence the dramatic price declines we are witnessing:-) Brian

To: C_Johnson who wrote (38454)	10/18/2000 11:15:11 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

Carl, Thanks for correcting my impression of TER and its relationship, or lack thereof, with RDRAM. Is TER primarily a story of shrinks, and a pause before the new equipment starts pumping out silicon? or something else? Or do we have to subscribe to get the answer? <g> Best wishes, Ian. P.S. to thread. Carl Johnson, at infrastructure.com is one of the few Semiconductor Equipment analysts with knowledge of the sector that I completely respect. He knows the business; he isn't associated with the sellside or an investment banker; and unlike Jonathan Joseph, he's never been caught taking wrong information from The Register then basing an investment opinion on that erroneous data.