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


To: Duker who wrote (29283)3/30/1999 2:12:00 PM
From: Sun Tzu  Read Replies (1) | Respond to of 70976
 
Me too! But don't worry my friend, they will repeat the same experience with logic chips <g> if only I had a dollar for every former DRAM maker who is now planning to move into logic chips. Can anyone speculate as to the winners and losers of this latest trend away from DRAM and into logic? I guess MU and companies like AMAT will be winners, but who will specifically benefit from the rush into logics?

ST