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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (36694)	8/12/2000 11:34:51 PM
From: Ian@SI	Respond to of 70976

I guess that's why IFX is able to to get a few more good chips / 300mm wafer than the chips / wafer coming out of a 200 mm fab. While feature sizes may shrink, chip sizes haven't (at least not to the same degree). Rather transistor count per chip, functionality and value have gone up much more rapidly than ASPs. More value delivered continues to fuel demand growth. It's time to buy!