Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Cary Salsberg who wrote (5680)	9/28/2002 12:09:08 PM
From: Cary Salsberg	Read Replies (3) of 95546

FTT: the PC Recently, there has been much conjecture about the growth rates of PCs moving forward and its effect on semi and semi equip growth. I made a hand written note a while ago which lists the uses of chips: Computer 53%, Communications 18%, Consumer 13%, Industial 8%, Auto 6%, Military 1%. Obviously, we need to be experts on the 53% sector. Questions we need to answer are: 1. what part of the 53% is contributed by PCs; 2. what part of PC chip cost is contributed by CPU and DRAM; 3. what is the average cost of CPU and DRAM in each PC, today; 4. where are the CPU and DRAM cost trends going and where will falling cost cease to be important and level off (continue)

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