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Politics : High Tolerance Plasticity -- Ignore unavailable to you. Want to Upgrade?


To: cnyndwllr who wrote (3476)4/17/2001 3:34:51 PM
From: Gottfried  Respond to of 23153
 
Ed and all semi investors: Applied Materials 1Q slide show: this pdf document has been available for 2 months, but I just looked at it for the first time appliedmaterials.com

It's worth the time. Slide 18 shows where Applied expects chip usage to come from. Most growth is expected from consumer chips, least from PCs.

Gottfried