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

To: Jeffrey D who wrote (26506)	11/19/1998 5:19:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

<<He was a venture capitalist for four years prior to joining AMAT. I think that background gives him an edge on the competition. >> I agree with most of the other stuff you said except for this statement. What good is a venture capitalist, exactly? I am more thankful that he has great management training from his prior life. --Duker

To: Jeffrey D who wrote (26506)	11/19/1998 11:24:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Jeff, Re: "Tony, Yes he was talking about the new EPIC system. You can read about it below." That EPIC system should help build Intel's EPIC chips next year, year after, etc. That is, Intel/HP Merced 64 bit chip due late next year in samples, mid 2000 in production, uses Explicitly Parallel Instruction Computing. Not enough letters in the alphabet, or companies should get together on their acronyms. Thanks for the info on "end to end" systems. I kind of thought AMAT meant several pieces of equipment would comprise the end to end solution. Makes sense if they can combine a lot into one machine. No expert here in semi equip, though, just an old hardware hacker. Good investing, Tony