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


To: Ian@SI who wrote (45492)4/17/2001 10:21:41 AM
From: Pink Minion  Read Replies (1) | Respond to of 70976
 
Moore's law talks about price declines over time.

I don't think so:
intel.com

It doesn't mention how that increased productivity is obtained. If you wish to exclude anything but feature size reductions, be my guest. That's your choice

Well, you can believe anything you want, I could care less. But the statement "Each new chip contained roughly twice as much capacity as its predecessor, and each chip was released within 18-24 months of the previous chip" does not talk about productivity gains. Also, it is from reduced line widths and has ZERO do to with chip demand.

You've become my #2 market indicator.



To: Ian@SI who wrote (45492)4/17/2001 11:37:25 AM
From: Demosthenes  Respond to of 70976
 
All,

Yesterday's Heard on the Street piece is worth reading. It's about a study that shows most all co's show significantly slower growth when they reach $20 Billion in revenue.

interactive.wsj.com@0.cgi?dtmarsh/text/wsjie/data/SB987369105315432284.djm/&d2hconverter=display-d2h&NVP=&template=center-HeardOnTheStreet.tmpl&form=center-HeardOnTheStreet.html&bool_query=&maxitems=20&HI=

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