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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Big Bucks who wrote (15989)9/16/2005 11:58:19 AM
From: BWAC  Read Replies (1) | Respond to of 25522
 
<That gives credibility to the idea that older technology
fabs, with fully paid for and depreciated equipment, are
making good profit margins because their overhead and
operating costs are lowered, and demand for their products
is UP!>

Ok help me out here? Where is the profit then for the chip customer? If their cost is increasing, while one might maybe assume their finished chip selling price is (or will be soon enough) decreasing?


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