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

To: davesd who wrote (10520)	11/7/1997 5:52:00 PM
From: David Aegis	Respond to of 70976

<<Someone will lose margins on $1,000 PC's>> Maybe the PC makers--DELL, IBM, GATE, etc. Sounds like more chip demand to me. --David

To: davesd who wrote (10520)	11/7/1997 9:15:00 PM
From: Kumar Nathan	Read Replies (1) \| Respond to of 70976

Dave: "This I find hard to believe Please read my earlier post. I reasoned for that. I also think I clearly mentioned that exact word that " NO MARGIN DECLINE" For INTC. Regards Kumar

To: davesd who wrote (10520)	11/8/1997 1:16:00 AM
From: Barron Von Hymen	Read Replies (1) \| Respond to of 70976

On net PC's there are presumably no frills like storage capacity, so that shaves off probably 1/4 of the price of a complete system. Strip off high speed controllers and the floppy and CD rom unit, and you still have the semi's which make up the rest. I don't think that Intel or semi equipment makers will lose margins on net PC's which is what I assume the sub 1000 PC refers to; rather the contrary. It's much easier to replace a $1000 unit than a complete system in an upgrade to faster components, as network bandwith and raw processing speed improves with technology. Along with this comes demand for high tech equipment makers like AMAT and test making equipment like TER, as INTC mass produces faster and faster chips. I see tremendous value in AMAT at $35 a share.