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


To: Scooter who wrote (11301)11/17/1997 8:58:00 PM
From: William  Respond to of 70976
 
It depends on what your time frame is. Are you looking for a fast buck or for when you are 59 1/2.
My hindsight says 29 1/4 was a great place to buy.
I would say that if you are looking past Dec 31, 1999 that any price now is a fantastic price.
Why do I say this. Well, I just don't see the demand for chips going down or going away. The cute little silicon things are finding their way into everything. Singing birthday cards to you name it. Do you know that there is more compute power in the average new car than there was on the Apollo moon modules. Have you talked to your friendly AAMCO man in the past ten years. His computer talks to your cars computer to see what's going on inside your trannie.
IBM today announced they are going to put $700 million into their East Fishkill, NY semi plant. And they already have buildings, so my thinking is that the money will be put inside existing walls. They are making this step to do 300mm COPPER. I doubt if they will do it all without AMAT.
What is the RAM on your 1st PC, your current PC, your Next PC. Mine numbers are 2meg, 64 meg, what ? maybe 2 gig. Remember the 16K early pc's. It's not going to stop.
Buy now, smile Jan 1, 2000.
Happy investing.
William