Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sun Tzu who wrote (29747)	4/28/1999 12:30:00 PM
From: Gottfried	Respond to of 70976

ST, one issue at a time. You said >>The issue is not if PIII or PCs in general are selling well, rather is the total revenue and net profits increasing enough to support a case for further capital investments.<< I was merely addressing Stefan's opinion that more powerful PCs are not needed now. Profits don't matter any more, do they?<G> BTW, I found the Gateway report encouraging, especially when comparing to CPQ. Gottfried

To: Sun Tzu who wrote (29747)	4/28/1999 4:07:00 PM
From: Math Junkie	Read Replies (1) \| Respond to of 70976

<<The issue is not if PIII or PCs in general are selling well, rather is the total revenue and net profits increasing enough to support a case for further capital investments.>> Total chip revenue is important, to be sure, but the revenue is not evenly divided among chip makers. Those that have the money for expansion spend it, and those that don't, won't. During the recent downturn, capital spending by Intel held up well. It is the waves of DRAM expansion and contraction that have been driving the big swings in the equipment business, and DRAM is a high volume and (I presume) low margin business.