Gottfried, Yes, he said PCs contain $400 of silicon and cars $230. Cell phones
$50. But does your average stock trader know that?
The slide that they showed containing the above info has been bugging me since I saw it at the meeting. The reason is that another product type shown on that slide, workstations and servers, had a silicon value listed as far, far less than it should have shown. That silicon value, for WSs and servers was shown as $550 million. For reference, the PC silicon content was listed as about $50 billion, or somewhere in that ballpark. Well, WSs and servers should include all of Sun such products, all IBM S390 (heretofore called mainframes), and many many more vendors' such products from IBM, again (RS/6000, AS/400, etc.), Compaq (Xeon, Alpha based), HP (Xeon, PA RISC), Dell, Hitachi, Bull, Sequent, Fujitsu, NCR, on and on.
I know that S390 and compatibles is at least a 10 billion dollar product, sales wise. Silicon content is in the billions. With all the other workstations and servers, I'm wondering if it should have been something like $5.5 billion silicon content for this overall category. Even that sounds low.
Yes, I did email AMAT requesting the slides be put up on their web page.
On to coloring the Easter eggs. Doh, kids all grown up!
Tony |
