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


To: 16yearcycle who wrote (10354)11/4/1997 2:50:00 PM
From: Proud_Infidel  Read Replies (2) | Respond to of 70976
 
Eventually the bandwith boogeyman could damage this industry.

Gene,

Please explain your logic here. IMHO, increased bandwidth will only help companies like AMAT. Bigger pipes mean faster applications which will in turn will require faster MPU's and MORE chips of all kinds- read: DRAM. The end is NOWHERE near IMO. Don't listen to these Cassandra's; they will be waiting awhile before AMAT again falls 45%<G>

Brian