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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Donald Wennerstrom who wrote (2981)5/2/2002 3:21:04 PM
From: Alastair McIntosh  Read Replies (2) | Respond to of 95479
 
Donald, I'm not sure if the news is a good as it first appears. Apparently all of the increase was from DRAM, with flat sales elsewhere. I don't know where to find historical DRAM pricing, but I recall that depressed DRAM prices jumped significantly. It seems that a large part of the increase in industry sales resulted from DRAM price increases.

It would be more useful to know the increase in area of silicon processed.

Al