Semi-Equips - Buy when BLOOD is running in the streets! Message Board

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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!

LRCX 164.29

+2.3%

3:59 PM EST

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To: Ritz who wrote (7727)	3/20/1999 12:18:00 AM
From: Katherine Derbyshire	of 10921

>> The charts indicate that ASP's have been rising while unit shipments are not. This seems to indicate one of 2 alternatives, either we are capacity constrained and demand is increasing, or that production is being held back in an effort to boost pricing. What do you think the true situation is?<< There's a third alternative, which is that the product mix is shifting toward higher value chips. My guess would be a combination of higher value chips, particularly in telecom, and production held back to boost prices, particularly in memory. FWIW, rising ASPs is the normal state of affairs. The last three years of declining ASPs has been extremely unusual. Katherine

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