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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 230.80+2.5%12:48 PM EST
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To: Rajiv Hargunani who wrote (1590)7/17/2002 9:18:04 PM
From: Cary Salsberg  Read Replies (1) of 25522
 
There is a section in the report entitled "Declining Returns". It demonstrates that the authors are not very bright.

This is their argument. If a company ships the same revenue volume of 300mm and 200mm tools, and a 300mm unit costs 1.4 times a 200mm unit, the return on the 300mm tools will be less because fewer units are shipped and it is a well known production fact that returns increase as unit volume ramps.
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