Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 230.17

-1.4%

Nov 7 9:30 AM EST

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To: Jack Kunkle who wrote (30701)	5/28/1999 10:46:00 AM
From: Katherine Derbyshire	Read Replies (1) of 70976

Like I said, I've posted the data before. I'm not making this up. DRAMs are not comparable to wheat because one 1990 wheat bushel is precisely the same as one 1999 wheat bushel. A 1999 DRAM contains many more transistors than a 1990 DRAM. The transistors themselves (wheat grains) cost less, but you're getting more of them. The precise ratio between cost per transistor (which drops) and cost per chip (which historically increases but has decreased the last three years) determines whether the chip companies make a profit or not, and therefore whether they build more fabs. Katherine

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