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

To: Tech Buyer who wrote (10825)	11/12/1997 3:29:00 PM
From: akidron	Respond to of 70976

big bucks woz right 28 was the entry point not 31 or 40. who would have thought we would correct 50% in a month.... big buck jus. get bigger

To: Tech Buyer who wrote (10825)	11/12/1997 3:46:00 PM
From: Big Bucks	Read Replies (2) \| Respond to of 70976

TB, If inroads are make into Intels' server market by a cheaper/faster competitor that can use NT and possibly Win 98 then why buy a product that is already outdated. The technology is comparable to Intels' next chip design but is 1-2 years ahead of Intel with a 64 bit product that is supported by Microsoft and it is cheaper than INtel can produce its next generation Merced chip. Either way this will dramatically affect how/what Intel does to do damage control to its' eroding market share at the low and high ends. I expect consolidation and cutbacks from Intel to maintain profitablility, short term, since they also have Alpha now and will likely start promoting that product line within 2-3 months. The reason I posted this was because of the potential negative impact to the tech sector and AMAT, short term. just my opinion, BB