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

To: Alastair McIntosh who wrote (5731)	9/29/2002 5:58:43 PM
From: Cary Salsberg	Respond to of 95610

RE: "...the decreasing capital requirements per unit of IC output will result in an increasingly lower percentage of IC revenues falling to the SCE manufacturers." It may or may not. RE: "...the ratio of capital equipment spending to IC revenue is falling fast enough to lower the long term growth rate of the SCE group." Are you looking at a short term cause and projecting a long term effect? RE: "Annual average semiconductor ASP's rose steadily from 1990 through 1995..." In some time intervals ASPs are deceptive because the underlying ASP/megabyte or ASP/megahertz is obscured.