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

To: Jacob Snyder who wrote (13259)	12/14/1997 6:15:00 PM
From: davesd	Respond to of 70976

Jacob, alot of questions!!! In the next 10 years we will have seen a couple of boom and bust cycles. I think the Communication industry is going to grow faster than others...we now have PC's that are capable of alot of processing and the ability to do some very neat stuff on standalone PC's. The next step is high speed communications in the LAN's, WAN's and home access. The stuff that happens on the internet these days is childs play compared to what can be done if we had unlimited bandwidth. In my opinion the network is the bottleneck in technology today. .18u and 300mm ain't gonna happen till after 2000...sure you'll see pilot lines here and there, but real production will be awhile. I think the first 200mm tools were developed in late 80's and caught on in the mid 90's. The 16M had a short life due purely to profits and not a technical need. 16M chips can serve just as well as 64M. But will no profits left in 16M chips the DRAM makers rushed to the 64M...and guess what..they are finding out that there is very little profit there. WIN95 and NT only need so much memory....256M won't happen till a new need emerges. dave