Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: zsteve who wrote (24435)	9/19/1998 7:35:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Joseph Bronson, chief financial officer at Applied Materials, said demand for chip-making gear continues to be hurt by a glut of memory chips, the popularity of ultracheap personal computers, and the Asian economic mess. Sure to the first and third reasons, but the ultracheap personal computer reason is kind of hard to go along with. OK, these computers don't have a lot of memory, so that's lost chips. But, they all have to have a CPU chip, and aren't a whole lot of them being sold because of the price, hence a whole lot more CPU chips to be made? Even AMD may get profitable in 4Q, if you listen to Sanders and Kurlak (there's a pair to draw on). Also, Intel is anything but complaining. Back to the ultracheap computer part, Dell is cleaning up while concentrating on "performance" computers, AKA high end. No doubt the semi equip group is hurting bad, but the reasons the companies come out with don't always make sense. Tony