Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 339.94

+3.3%

Feb 11 3:59 PM EST

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To: Jacob Snyder who wrote (46683)	5/13/2001 4:52:20 PM
From: Cary Salsberg	of 70976

If an article was written about ASPs and revenue, it would have been useful if the author broke ICs into groups, logic, memory, dsp, pld, fpga, asics, etc. My first, off the top of my head, hypothesis is that the most significant contributor to lower IC ASPs comes from INTC and the PC processors. INTC has gone from a monopoly in processors to a competitive battle with AMD and the price of processors has fallen dramatically. The $350 1.7 GHz P4 that was recently announced would have cost ~$1000 in 1995. A corollary to this is that all the components in PCs are falling in price because the benefits created by Moore's law type improvements are not required for most PC applications and are not sufficient to maintain the price.

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