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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Paul Engel who wrote (4724)	10/31/1996 2:44:00 PM
From: C_Johnson	of 186894

Hello Paul, Here is a little data from Industry Pulse (VLSI Research) showing the trend of Terabits and the Price per Bit: Terabits: Price per Bit: (Tb) (m$) NOV 1319.9 3.213 DEC 1533.5 2.730 JAN 1356.3 2.641 FEB 1361.5 2.452 MAR 1735.3 1.819 APR 1521.1 1.556 MAY 1663.5 1.214 JUNE 1754.4 0.921 JULY 1710.6 0.821 AUG 1982.5 0.719 As you have noted, bit volumes are growing quite nicely even though the price per bit has collapsed. We all know that there are lots reasons why this has happened. We could spend days discussing issues like over capacity and memory use inside personal computers. The trend for total semiconductor UNIT shipments is relatively stable when plotted alongside the DOLLAR VALUE of IC shipments and Orders. In my opinion, this chart also says something about the efficiency of today's semiconductor fab. infras.com Just for kicks, here is a chart that plots memory prices along a trendline depicting Moore's Law: infras.com I agree with you that this tends to be unfairly depicted by the media. I have placed this post on the thread for that very reason. Regards, Carl INFRASTRUCTURE infras.com

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