Formerly About Applied Materials Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Applied Materials

AMAT 262.92

+0.4%

Dec 29 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Kumar Nathan who wrote (10059)	10/30/1997 2:42:00 PM
From: davesd	Read Replies (2) of 70976

Kumar...you say that PC sales are booming.....the last I heard was that year over year unit sales were up 16%...that is actually lower than the previous few years. As far as margins, we all have read that the sub $1000 PC's are getting alot of action...therefore year over year dollar sales are probably lower than 16%. In a booming enocomy and rock bottom prices for PC's is not very comforting that unit sales are only 16% higher over last year. I'd think it would be alot higher. What has to happen to improve PC's sales growth?? As far as over capacity...margins at TSMC and UMC are dropping, I suspect that it is because there is enough capacity out there and customers are demanding lower rates. In times of low capacity...the foundry's set the prices and get high margins. dave

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next