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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 214.34-2.7%Jan 13 3:59 PM EST
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To: Katherine Derbyshire who wrote (6968)9/19/1998 11:36:00 PM
From: Ian@SI  Read Replies (2) of 10921
 
Katherine,

End consumer demand is for products such as Cars, PCs, MicroWaves, Toys, etc.

End consumers buy computer products not chips.

The computing power in Consumer products continues to grow while the price paid by the consumer continues to decrease.

So while individual chips may or may not decrease in price, I believe it's accurate to state that, from an end consumer product perspective, semiconductor content has been in a deflationary mode since chips were invented. ... and that it's likely to continue as long as increased semiconductor power gets incorporated into more and more products that become affordable by a larger percentage of the world's population.

The "...more severe and more prolonged ASP drop..." is likely to stimulate growth substantially. i.e. - an elastic market.

JMHO,
Ian.
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