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 139.60

-6.2%

3:59 PM EST

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To: Katherine Derbyshire who wrote (10162)	2/7/2002 3:46:35 AM
From: Pink Minion	Read Replies (1) of 10921

ASPs typically go up, actually. Though the cost/function goes down, the price per chip goes up. A P4 costs more than a P3, a 256 MB DRAM costs more than a 128 MB DRAM. ASP means for the same chip. And it eventually goes to zero. Do they still sell 4MB DRAM? No other industry (except software) could survive this type of deflation if it wasn't for the demand growth. Moreover, one* down year in PC sales hardly indicates the permanent death of the PC market* Didn't say that, just that the days of 20 percent growth seem to be over. Has any other invention had double dip hypergrowth? Maybe when China starts making $200 PC's that growth will return. All the inventions you mentioned I don't believe caused a PC upgrade cycle. And corporations definitely don't want that crap on their systems. Yes, the share of chips in PC's has been declining and will continue to decline. It just has a long way to go from 65%.

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