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Politics : Formerly About Applied Materials

AMAT 322.32

-5.6%

Jan 30 9:30 AM EST

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To: Teri Skogerboe who wrote (22675)	8/8/1998 11:12:00 AM
From: Ramsey Su	Read Replies (2) of 70976

Teri, Katherine, anyone, more tech questions. May be this is due to my lack of technical knowledge but the numbers do not add up to me..... NEC is "cutting down" 64M DRAM to 8 million units per month. I think Samsung and one of the other Koreans are doing same. Didn't Siemens say they are aiming for about the same units? If my math is correct, there are still 32 million units per month being produced, not to mention whatever amount of 16M DRAMs still in production. Isn't PC the main user of these chips? How many PC units are being sold each month and how much memory upgrade are consumers buying? Even if we give it a generous assumption that the average new PC and upgrade is 128M, the industry still need 16 million "sales" just to absorb this capacity. My guess is that I must be misunderstanding these unit figures. Someone please enlighten the technology challenged. Ramsey

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