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

To: Katherine Derbyshire who wrote (45500)	4/17/2001 4:37:12 PM
From: Jacob Snyder	Respond to of 70976

*re: Because* chip prices continue to come down, chip uses will continue to proliferate.** I don't worry about falling prices, as long as: 1. total revenues continue to increase nicely 2. the rate of ASP decline isn't accelerating 3. chips continue to find new markets, and steadily make up a larger fraction of the cost of the final products. For instance, the $ content of chips in each year's new model cars, continues to increase. And those $ make up a steadily larger % of the total cost of the car. And I can think of several things that will likely continue that pattern into the future (voice-controleed navigation systems with GPS and wireless modems in them, for instance).