SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?


To: Sam Citron who wrote (44501)3/25/2001 11:21:15 AM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Sam, >My theory is that in years where ASPs rise sharply it may send a message to semi manufacturers that the high end of the line is outselling the low end, hence the signal to invest in more advanced equipment.<

I think semiconductor manufacturers have more direct ways to tell when the high end is outselling.

Gottfried