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

To: Proud_Infidel who wrote (22589)	8/6/1998 4:41:00 PM
From: Tony Viola	Respond to of 70976

Brian, fair enough, yes there is a lot of new stuff on the semiconductor horizon. I guess I always see a lot of new stuff, no matter what year I look at it. There is a lot going on in the next couple of years technology-wise, but not so much for desktop CPU chip upgrades. That is, there is no 486 to Pentium type thing going on. Intel has very high hopes of Xeon raising their ASP's significantly from the current bottom. However, the volume of those is small compared to desktop CPU's. The margins are very high, good for Intel. But, maybe, from a semiconductor processing point of view, all the new technologies will mean much more equipment sales, even if sheer volume of chips sold doesn't explode. For AMAT's sake, I hope so. TV