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 228.68

+1.2%

Nov 17 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Katherine Derbyshire who wrote (30736)	5/31/1999 1:20:00 AM
From: Clarksterh	Read Replies (1) of 70976

Katherine - Inre ASP's Although I remember the data you posted on ASP's, I would comment that as we move from being driven by PC's to being driven by communications devices that I would expect the ASP to drop. The primary reason is that PC's have some very expensive chips in them, but cell phones and modems do not. Whether this shift is what is being seen in the recent ASP decline, I do not know, but it is at least a possibility. It would be interesting to see chip ASP's for each of the sectors and see if the cheaper sectors are gaining share. Just a thought Clark PS Note that I am inherently suspicious of 'this time its different' sentiments, but it needs at least some consideration. As usual, interesting discussion. PPS Note that ICE does not allow public access to the ASP data, at least so far as I can find.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next