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

To: Cary Salsberg who wrote (46830)	5/16/2001 11:37:27 AM
From: w0z	Respond to of 70976

duplicate deleted <eom>

To: Cary Salsberg who wrote (46830)	5/16/2001 11:39:31 AM
From: w0z	Respond to of 70976

You did not mention that sustainable competitve advantage is achieved through proprietary technology Proprietary technology does not come only from product R&D and of course nothing is sustainable forever. You really need both product and manufacturing process technology these days...not to mention other things like good marketing. Japan certainly illustrated what better manufacturing technology could do in the decade of the 80's. Fortunately our manufacturers responded with better manufacturing process technology and that area is no longer a competitive advantage for Japan Inc. BTW, I looked up Intel's R&D budget vs AMD's and it is approximately 6 times larger.

To: Cary Salsberg who wrote (46830)	5/16/2001 11:44:01 AM
From: Kirk ©	Respond to of 70976

If you look at what Intel has been spending acquisition money on, there is more to their plans than the P7. Listen to LouG of IBM and he says the PDA and wireless growth for business will be HUGE. These small devices require, no REQUIRE, low power and low cost. I think the ONLY way to get there is 300mm, lowK and 0.13um (Copper is for heat/speed so I leave it out.). I think Intel is seeing a P2 type processing power in everything handheld in the future which it can deliver for pennies if on the right process. Just a hunch, but I bet a good "value added" to a handheld will be P2 type power so you could buy a communication chip for a comm chip supplier or buy a similar chip from Intel WITH a P2 added to it... Also, they can probably get much of the margin that these comm chip companies are now getting... The people I worry about are the Kevin Landis Fund types that think these chip companies will be the "next Intel" and they don't own their own fabs but are priced like they won the battle already. Anyway, good news for AMAT... Kirk