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

To: Proud_Infidel who wrote (46642)5/12/2001 10:35:33 AM
From: advocatedevil  Read Replies (2) | Respond to of 70976
 
RE: "Aren't these the same worries we hear at every trough?"

Yes and No:

Average growth rates for the 70s & 80s were 12% unit volume growth and a 5% increase in ASPs.

Average growth rates for the last 5 years are 10-11% unit volume growth and a 2% decrease in ASPs.

The fundamental change in ASPs, reinforced by a lower-than-expected ceiling on semiconductor content in systems and too much capital spending by emerging silicon foundry companies, is resulting in a significantly lower forecasted overall growth rate.

AdvocateDevil



To: Proud_Infidel who wrote (46642)5/12/2001 2:15:40 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Brian, re >Aren't these the same worries we hear at every trough?<

I suppose we do. Did you by any chance save some of the predictions from the last trough?

Gottfried


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