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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 142.62+2.2%Nov 21 9:30 AM EST
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To: Ian@SI who wrote (6969)9/20/1998 12:52:00 AM
From: Katherine Derbyshire  Read Replies (2) of 10921
 
Ian, I think you're missing my point.

Equipment companies sell to chip companies, not end users.

Chip companies sell chips, not microwaves.

If the price per chip goes down faster than the cost per chip, which it has, chip companies make smaller profits.

Smaller profits mean less money to spend on fabs, no matter what the unit demand.

For what it's worth, DRAM unit volumes soared in 1996. If unit volume demand translated to capital spending, we would be experiencing a boom right now.

Katherine
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