Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 228.68

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Nov 17 3:59 PM EST

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To: C_Johnson who wrote (22222)	7/28/1998 10:19:00 PM
From: Clarksterh	Read Replies (2) of 70976

Carl - In regards to your graph of unit shipment growth - is that really measured in quantities of individual chips or is that measured in dollars? The latter wouldn't surprise me, the former would. The only thing I can think of that would cause the actual number of chips sold to decrease would be an inventory work-off given that the world consumer economy seems to be still rolling along. Clark PS Thanks for the info on unit shipments. I've looked all over for that and had been unsuccessful until your post. Just food for thought - some other possible causes for decreased unit shipments that I though of after the last post: 1) DRAM shrinks, while PC memory requirements do not increase - thus many fewer chips per PC. 2) Along the same lines as #1, system chips in telecom or PC multimedia or, ... .

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