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


To: Katherine Derbyshire who wrote (44376)3/23/2001 12:03:17 AM
From: Sam Citron  Read Replies (3) | Respond to of 70976
 
Kat,

I am looking at a chart indicating semi ASP rising from $0.45 to $0.58 from 5/99 to 9/00. It's the 4th from the bottom chart on the following page.

semi.org!OpenDocument

However the very next chart shows 9/00 fall off in bookings in spite of ASPs rising nicely from 7/00 to 9/00.

Is this ASP data consistent with yours? If so, how would it have been useful in forecasting the current slowdown?

Sam