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

To: Gottfried who wrote (40210)	11/30/2000 10:02:00 PM
From: FJB	Read Replies (1) \| Respond to of 70976

Gottfried, Do you have any charts that track DRAM prices vs. stock prices? It might be mildly instructive to constructive to make one. Although, DRAM customers have only represented about 20% of AMAT's bookings for the last few quarters, DRAM wafers are still a much larger percentage of worldwide capacity. Everyone was expecting a shortage in the second half of 2000, but it did not materialize. Box-makers stocked up on DRAM and kept a lot of SKUs at 64MB, then dumped the DRAM. Now hopefully, the base configuration can move to 128MB, which I think is the minimal amount for a satisfactory PC experience. Bob