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

To: Proud_Infidel who wrote (27628)	1/7/1999 9:54:00 PM
From: Skeeter Bug	Respond to of 70976

brian, stock prices, definitely. business... it isn't collapsing as fast as i though. not sure if that is the same as recovering quickly or not... time will tell...

To: Proud_Infidel who wrote (27628)	1/7/1999 10:30:00 PM
From: Ian@SI	Read Replies (3) \| Respond to of 70976

Brian, What skeeter seems not to want to accept is that the excess capacity is rapidly becoming obsolete. It was built when 1 and 4 Mb DRAMs reigned supreme. At that time, PCs had somewhere between 2 and 8 MB RAM. Now the 64Mb chip is King and the transition to 1 Gb will probably start next year. At this time home PCs tend to have anywhere from 64MB to 256 MB RAM. The fabs that were state of the art when MU was forecast to earn $17 are either obsolete or nearly so. The DRAM makers have avoided capital expenditures for at least the last 3 years. That's now ending. The build will be for state of the art fabs capable of 0.18µ features and smaller producing 256Mb and larger chips. And that can only be nice for the Equipment companies. JMHO, Ian.