Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 335.75

+1.0%

11:45 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Proud_Infidel who wrote (46642)	5/12/2001 10:35:33 AM
From: advocatedevil	Read Replies (2) of 70976

RE: "Aren't these the same worries we hear at every trough?" Yes and No: Average growth rates for the 70s & 80s were 12% unit volume growth and a 5% increase in ASPs. Average growth rates for the last 5 years are 10-11% unit volume growth and a 2% decrease in ASPs. The fundamental change in ASPs, reinforced by a lower-than-expected ceiling on semiconductor content in systems and too much capital spending by emerging silicon foundry companies, is resulting in a significantly lower forecasted overall growth rate. AdvocateDevil

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next