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%

Nov 20 3:59 PM EST

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To: John Dally who wrote (3580)	11/26/1997 5:16:00 PM
From: Ian@SI	Read Replies (2) of 10921

John, Are you seeing something new or different in the price trend than has been the case for close to 3 decades? Near 1970, 1/4MB of core memory cost close to $2M. By 1975, 1MB of CMOS could be had for less than $0.25M. That trend has continued ever since. Greater volumes have been produced. Smaller feature sizes on larger wafers have resulted in continuous cost reduction for greater output. Are you suggesting something different has been or is about to happen? If so, what? Ian

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