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: Katherine Derbyshire who wrote (29763)	4/28/1999 4:35:00 PM
From: Math Junkie	Respond to of 70976

Thanks for the confirmation.

To: Katherine Derbyshire who wrote (29763)	4/28/1999 4:43:00 PM
From: Jimmy Liao	Respond to of 70976

Yes, unfortunately, the AMAT is still very dependent on the DRAM market. During the high flying periods of 1995-1997, AMAT's rise can be attributed to the $100M+ orders from Samsung and Hyundai. Now Korea is in the tank.

To: Katherine Derbyshire who wrote (29763)	4/28/1999 5:19:00 PM
From: Sun Tzu	Read Replies (3) \| Respond to of 70976

So what is your conclusion? My hypothesis was that given the low margins and the recent bleeding of DRAM (and other semies), they would be reluctant to spend the money on new process or even expand the existing capacity, unless they sense serious pick up in net revenue and net profits ahead. Do you agree with this? And do you see such a revival ahead? Another thing that I've been looking for, are companies that would benefit from home/appliance automations and PDAs. The idea being that eventually all the home appliances will have mini-computers inside them and will be networked to an "inteligent" house. To this end, I've picked Sony, Hitachi, and Matsushita as the forerunners. And of course, given that I've been one the the very first people to buy (and love) a Palm Pilot, I am keen to know who will benefit from the PDAs. But so far all the companies that I can find are very big and "consumer" oriented companies. I am interested in finding chip makers (or other related companies) that would benefit from such a move. Any ideas? Sun Tzu