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

To: Clarksterh who wrote (14393)	1/11/1998 1:02:00 AM
From: Big Bucks	Read Replies (3) \| Respond to of 70976

Clark, I think I concur, but consumers/mfgs will buy the least expensive memory until forced to upgrade to faster/larger memory as performance in computers increases. Re: Many of them are being forced to exit the game and take their old equipment off line (so sayeth Lam, after their last tour of customer facilities), and hence reduce the problem of oversupply. What will happen to the "old" equipment, seems likely that it will be sold on the open market to fabs needing inexpensive manufacturing capability. May prevent/limit small volume sales to smaller niche fabs. Regards, BB