Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 322.34

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Jan 23 9:30 AM EST

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To: Gottfried who wrote (37439)	9/24/2000 11:32:23 PM
From: Gottfried	Read Replies (1) of 70976

The numbers I quoted from memory in the preceding post were inaccurate. Here is the direct quote... >carmakers have become much smarter in the design and manufacture of cars. One of the most important enablers of new features and improved performance is in the application of electronics. Today, 20% of the cost of an automobile is in electrical and electronic components. We expect that share to grow to one-third in 10 years. But you can't stop there. Processing technology is important as well. Plant productivity has improved dramatically.< From an interview titled "A Revolution is Occurring" with David E. Cole of the Office for Study of Automotive Transportation at the University of Michigan. Business Week, Oct.2.2000 I would guess the lions share of the 33% to be for electronics by 2010. Gottfried

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