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

To: blake_paterson who wrote (26704)	11/24/1998 9:35:00 PM
From: Math Junkie	Respond to of 70976

OT Yeah, that guy is really upset alright. For what it's worth, since AOL took over Compuserve, they have handled it with kid gloves, as far as allowing it to remain as a separate service and retaining the product differentiation that attracted people to Compuserve in the first place.

To: blake_paterson who wrote (26704)	11/24/1998 9:38:00 PM
From: P.M.Freedman	Respond to of 70976

AMAT may have to learn from NSCP to give something away for free. Most of semis, especially small to middle sized semis as well as those oversea semis, do not make money currently or only make few bucks each quarter. They have no dollars for purchasing new equipment related to new generation chips. Only a few semi-giants, such as INTC, TXN, IBM are able to afford the $$$s that AMAT is charging. For getting more customers, AMAT must lower its prices to the level the market stands. I believe that the new generation copper chips may lead more small and middle sized semis to go out of business in next two to three years.