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Politics : Formerly About Applied Materials
AMAT 223.31-3.2%Nov 13 3:59 PM EST

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To: csmith who wrote (37716)10/3/2000 8:21:43 PM
From: Gottfried  Read Replies (2) of 70976
 
Clark, re >The SSB analyst and a ML analyst have unit shipments of semiconductors down (but value of semi shipments higher).
Anybody have any thoughts on what this might mean?
<

It means ASPs are higher - a good thing, until now.

Gottfried
ASP=average selling price
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