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 : Anybody out there work closely with semiconductors--sales
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Bipin Prasad who wrote (17)1/10/1997 7:46:00 AM
From: MiKe   of 25
 
There is no one most popular device. It turns out that there isn't even one commonly agreeded upon metric for measuring. Power fets are booming, many are used in each system. Memorys are used many per system but competition is very vigorous. Processors enjoy the highest ASP (average selling price), but there is usually only one used per system. Sorry no silver bullet. If there were we would probibly not be discussing this. The past is always viewed 20/20, the future is, however, a little less clear. My forcasting record is virtually 100% for past events, and somewhat less than that for the future :).

It is interesting to note that even though the semi btb was abismal earlier this year, it was simply a price phenomon. The actual number of units shipped were at record levels. ASPs declined dramatically thus causing the btb to go below 1:1 but stresses on capacity were not releaved. Several suppliers have not instituted product allocation but they have instituted some euphmism that amounts to the same thing. The message is that semi consumption is at all time record levels - in selective areas. Modest increases in demand will result in allocation being implimented very quickly. There is not a lot of surplus capacity.

Mike

Any insight into any of the semi equipment people?

Mike
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