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


To: Proud_Infidel who wrote (27513)1/4/1999 3:42:00 PM
From: David Rosenthal  Read Replies (2) | Respond to of 70976
 
Brian,

Will one of the Bears please tell me how this too is bad news for AMAT<GGG>

I'll take a stab: Doesn't AMAT need new fabs or conversion to 300mm to have another big growth cycle. How does quadrupling (64 to 256) memory capacity cause either of these things to happen?

Dave



To: Proud_Infidel who wrote (27513)1/4/1999 3:59:00 PM
From: Skeeter Bug  Read Replies (1) | Respond to of 70976
 
brian, this actually looks like good news assuming they follow through. at least short term. they've upped the ante in the no limit poker game that is the dram biz. much of it is already in the current price - if not all of it plus some. well, at least for nvls...