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Politics : Formerly About Applied Materials
AMAT 230.13+0.6%12:34 PM EST
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To: Jack Kunkle who wrote (30766)6/1/1999 10:21:00 AM
From: Ian@SI  Read Replies (2) of 70976
 
Jack,

Do you not make any distinction between the price of individual chips and the price of consumer devices in which they may be used?

Is it inconceivable to you that chips can become more powerful, more valuable and priced higher than less powerful, less valuable chips?

Is there anything inconsistent in your mind with fewer, higher priced chips being used in consumer devices which have more function, more value and are lower priced than prior consumer devices?

Please do not respond.

I'm not interested in any investment advice from someone who finds it necessary to argue with Katherine on a fundamental characteristic of the chip industry and an easily verifiable fact.

To form the conclusion that all chips are commodities ignores reality.

At no time did Katherine imply that existing chips retained their price forever.

I believe that the data she presented does imply that integration has continued; that chips continuously get more transistors / functionality - thus the higher ASPs when introduced.

You are right when you say, "... will result in a poor investment decision.". It would be difficult to invest in this sector successfully if one does not understand its economics.

Ian.
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