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

To: davesd who wrote (17060)	3/4/1998 9:37:00 PM
From: Taby	Respond to of 70976

Dave, Usage of PCs will impact the network gears not necessarily the number of PCs. The demand for network gears will go up as usage of existing PCs go up.

To: davesd who wrote (17060)	3/4/1998 9:45:00 PM
From: Marc Trombella	Read Replies (3) \| Respond to of 70976

Any drop in PC sales can translate into slower sales in other related area's.....which then trickles down to semi caps. I totally see your point. But I've heard from analysts that isn't the case. Box makers are soaring right now. I believe Intel is the loser now because of the product transition in place right now. All computers need equipment chips, right? Well, Intel just isn't getting the interest in their high end pentiums right now. Why would they? Windows 95/NT will run fine on a 166. Windows 98 will change things, I believe.