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Politics : Formerly About Applied Materials
AMAT 332.56+4.1%3:59 PM EST
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To: Proud_Infidel who wrote (46638)5/13/2001 12:03:21 AM
From: Jacob Snyder  Read Replies (1) of 70976
 
Interesting article:

He's saying that revenue growth rates have declined in the last 5 years, compared to the "1970s and 1980s", and that this is due entirely to a decline in ASPs. I wonder what the numbers would look like, adjusted for inflation. That is, the 1970s and 1980s had a lot more inflation than the last 5 years, so it shouldn't be a surprise that semis couldn't increase prices. That doesn't explain all the change from +5%/Y to -2%/Y in ASPs, though.
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