SI
SI
discoversearch

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.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 139.59-6.2%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jay M. Harris who wrote (5213)4/27/1998 8:09:00 AM
From: Clarksterh  Read Replies (2) of 10921
 
Jay - you would have substantially more credibility if you didn't present a warped story:

Intel is now at .25 micron on all wafer starts. This doubles the chips per wafer from .35. Consequently, INTC requires NO incremental capacity to drive YOY unit growth 100% in Micros.

Wrong. This completely ignores the fact that they moved from P-MMX to P-II's in the process. And of course P-II's use, at a guess, about 50% more transistors. Thus, their unit capacity growth has only grown about 30%.

PC market segmentation (sub $1000) is commoditizing the chip sets in this important new growth market (37% of new units vs 5% last year)

You left out an important relevant fact for this statistic. It only applies to consumer PCs. Not to business machines. And business machines are still the vast majority of the market, and they are, so far, largely ignoring the new low priced machines. Also, if unit growth increases substantially, which it did in the latest numbers I've seen for consumer PCs (January), then it might even be good. The lower prices are substantially increasing demand.

Bottom line: It may be that the PC market is going through a transition, and that is worrisome. But the case is nowhere near as dire as the bears would have us believe.

Clark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News