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

To: Richard Ruscio who wrote (18051)	3/21/1998 6:05:00 PM
From: Steve Byers	Read Replies (2) \| Respond to of 70976

what is the story with the 3 week holiday at amat works??? any current perspective? my view is that we are 6 weeks away from earnings announcement, so I will buy on a dip to 31, and will look for strength towards the release of numbers, to 36 or 37... and will sell there again... anyone with short term trading thoughts here? there haven't been any technical analysis comments lately, or none that I've seen... thoughts? Steve Byers

To: Richard Ruscio who wrote (18051)	3/21/1998 7:40:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Richard, Consider the impact of another 800M PC's trying to get on the internet. It is slow enough already when there is a lot of traffic and there are nowhere near 800M users on it. The only way to insure that it meets capacity needs is to speed it up, and it is likely that with every increase in capacity that new applications will require more hardware capability to process it. Digital video processing is a hardware hog and may require a specialized CPU to handle the bandwidth processing unless "dual" core processors are developed. Video will also require lots of Ram if it is processing transmit and receive "live feed" video conferencing. Consider also, from a hardware perspective it equates to 800M more hard drives, memory, CPU's, monitors, cases, etc. And this is just for computer applications. Add satellite or local area wireless Tx/Rx or cable modems, and those will also require CPU's and memory to enhance the capacity of the information being handled. IMO, the electronics/semi industry is waiting for this kind of technology to really start the next up cycle and it will last for 3-5 years and grow exponentially each year. Thankfully AMAT will reward us all handsomely as it provides the enabling technology to accomplish these requirements. Just my opinion, BB