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: Pink Minion who wrote (10172)	2/7/2002 12:30:51 PM
From: Katherine Derbyshire	Read Replies (1) of 10921

>>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%. << I don't know where you're getting that 65% number. The estimates I've seen put the total chip market attributable computers at about $50-$55 billion, out of a total chip market of about $148 billion (2001, Dataquest estimate). That's a big chunk, but it's not even half of the total. And that's for all computers, not just PCs. Katherine

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