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To: Tony Viola who wrote (109383)9/6/2000 1:21:46 PM
From: Barry Grossman  Respond to of 186894
 
Tony,

Not all q's are alike. I happen to think that this one will be a very good one. .18 is ramping, therefore cost per unit is shrinking and strong demand (eg. servers & laptops)is keeping prices higher that they would be otherwise. I've noticed fewer price decreases this year than I normally see.

The news yesterday on the plant in Israel was indicative of what is really happening.

Re demand: I helped it a bit on Friday. Bought a Fujitsu laptop (C-5677 model, 750MHz PIII, 20G HD, 128 MHz SDRAM).

Barry