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

To: Katherine Derbyshire who wrote (25089)	10/8/1998 4:26:00 PM
From: 16yearcycle	Read Replies (1) \| Respond to of 70976

I didn't buy any of those stocks in mid Sept, but I did today at around mid day. I am pretty happy I had a huge day with the nas down 43. I think it will be wise to buy now but not have a 3 hour or a three week time frame. gene

To: Katherine Derbyshire who wrote (25089)	10/9/1998 2:41:00 PM
From: blake_paterson	Read Replies (2) \| Respond to of 70976

Question for Katherine: If one presumes that the next "killer app" for semis is devices rather than PC's / sub-PC's, does the projected need for re-tooling change substantially? Put another way, do embedded chips / RISC processors (ARM, MIPs, etc.) represent semi-equip growth potential that is not currently factored into mainstream market projection? Will it drive DUV, etc beyond die shrinking projections? For example, if the Intel StrongARM (which they are betting on) takes off, will this pressure fab purchasing to re-tool beyond what what is required to move to 300 mm? Thanks in advance! Forever the techno-optimist, (Disclaimer: I'm long ARM ADR's) BP