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

To: Jacob Snyder who wrote (24642)	9/26/1998 11:03:00 AM
From: Gottfried	Respond to of 70976

Jacob/all, ESTIMATE REVISIONS: AMAT: SEC. CORP. IA made new estimate for fiscal year ending 10/98 of $1.12 on 09/23/98 AMAT: SEC. CORP. IA made new estimate for quarter ending 10/98 of $0.03 on 09/23/98 GM >But who will have good margins if they sell for $149.99 apiece? The company which recycles them.

To: Jacob Snyder who wrote (24642)	9/26/1998 11:57:00 AM
From: Proud_Infidel	Respond to of 70976

Jacob, I for one, do not believe the days of high margins are over for the MPU makers and the specialty chip makers. The sub-$500 PC has its place yes. But nobody who currently sports a PII450 is going to trade theirs in anytime soon for one of these. The HPC(handheld PC) market is complimentary to the desktop market. The Win CE machines(for lack of a better word) are not meant to compete with Wintel machines. When Voice-recogition becomes mainstream in the next few years, IMO we'll hear much less talk about the HPC's and the Segment-Zero market. BTW, here's some interesting news apropos of the discussion of falling margins. If IBM and AMD fail in the MPU's, do you really think INTC will be forced to accept sub-50% margins? exchange2000.com BK