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Politics : Formerly About Applied Materials
AMAT 225.18-1.5%Nov 18 3:59 PM EST
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To: Katherine Derbyshire who wrote (30764)6/1/1999 8:55:00 AM
From: Ian@SI  Read Replies (1) of 70976
 
Katherine,

I wouldn't rush to the conclusion that "industry forces" will slow, stop or reverse the rise in ASPs any time soon.

1. Fabs continue to get larger in terms of Wafer Starts Per Week.

2. Innovative new equipment keeps coming out of "nowhere" to reduce the average cost per transistor produced.

3. Much progress remains in making existing equipment and processes more productive.

Each of the above will allow the continued integration of multiple discrete chips; more transistors per chip; with more value and a larger selling price per chip.

i.e. - I doubt whether ASPs for chips will stop growing any time soon.

And after all the times you've painstakingly made that point, I believe the thread would forgive you if you just let anybody hold whatever view makes them feel best. Even if that view is not based upon any facts, and may be the opposite of reality.

FWIW,
Ian.
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