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


To: Darin who wrote (10111)10/31/1997 9:57:00 AM
From: davesd  Respond to of 70976
 
Darin, I don't see any widely used killer app that will need more than 32 to 64M of DRAM in 1998. DRAM prices will probably remain at a loss for 1998.

In 1997 INTC was spending to catch up with demand...well they caught up, question is...will they cut spending as their margins get cut...or will they spend more in an attempt to improve margins.

dave