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

To: BelowTheCrowd who wrote (17011)	3/4/1998 3:02:00 PM
From: Teri Skogerboe	Read Replies (1) \| Respond to of 70976

Michael, Thanks for your comments. I was mostly asking for clarification because I do not build PCs. I've noticed that SEG and ADPT have made comments about "weaknesses in their high-end products" over the past few months. But you are basically saying that it is your understanding that today's "bargain pcs" have as many chips as the $3,000 jobies did a couple of years ago? (and that those chips are just cheaper) Re: "How this shakes out for the semi and equipment manufacturers in the long run is still a bit unclear." I agree, but in the long-haul, I tend to think they will do okay. Near-term, some bumps and bruises, probably. JMO, Teri

To: BelowTheCrowd who wrote (17011)	3/4/1998 4:04:00 PM
From: Jack Kunkle	Read Replies (1) \| Respond to of 70976

Michael: <How this shakes out for the semi and equipment manufacturers in the long run is still a bit unclear.> Bit growth and unit growth is what I care about as a long-term investor in semiconductor equipment stocks. The quick adoption of sub $1000 PC accelerates unit growth as the masses assimilate personal computers into their every day life styles. The real leverage for the equipment stocks may come when businesses take note of the $1000 phenomena and begin to demand this price point for current generation PC's (PII -333). If this happens state of the art devices need to be produced at commodity prices while maintaining a nice margin for the manufacturer. Bit growth and unit growth are further stimulated. This should play into Applied's the product offering beautifully. Regards, Jack Kunkle