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

To: Katherine Derbyshire who wrote (29835)	4/29/1999 11:48:00 PM
From: Sun Tzu	Respond to of 70976

You are correct of course. But I don't know how the increase in bit density affects the equipment needs. Also, I think I read somewhere that Win98 cannot efficiently use more than 64MB of RAM and anything more than 128MB is immaterial. But I am unsure how all these factors affect AMAT and TER. Personally, I think AMAT will have revenues of ~$12 per share over the next 12 months and perhaps $17 per share for the following year. Even so, I find it rather pricey based on the historical ranges. I'll revisit it again if I get a chance this weekend. ST