Formerly About Applied Materials Message Board

STOCKTALK

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.

Politics : Formerly About Applied Materials

AMAT 230.77

+0.9%

3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (30687)	5/27/1999 10:02:00 PM
From: Ian@SI	Read Replies (2) of 70976

This is a red letter day. Agreeing twice on 2 different subjects. Rather than the law of supply and demand which all parties fully understand, IMO, it's the belief by each DRAM maker that they can innovate faster or better or both, than each other competing DRAM maker, thus giving the innovator a cost advantage; and the ability to profitably take market share. It seems that the pace of innovation in chip making is surprising even the most optimistic among them. Thus a 64Mb chip now sells for the same price as a 4Mb chip about 3 years ago, or a 16Mb chip about 1 1/2 years ago. Guess what the price of a 256Mb chip will be 2 years from now or a 1GB chip 1 or 2 years after that. It's the innovation, IMO, which keeps the chip makers optimistic and the equipment makers profitable. FWIW, Ian.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next