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

To: Return to Sender who wrote (23461)9/11/2008 1:11:38 PM
From: Jacob Snyder  Read Replies (1) | Respond to of 25522
 
Thanks, RtS.

If more chip niches are becoming commodities, then margins will decline permanently, rather than just the temporary fluctuations due to the cycle, technology changes, and management decisions. There are so many variables that go into deciding margins at chip companies, I can't figure out what the trend is. I can think of examples of chip sectors that look more commoditized than 5 years ago, but is this an industry-wide trend?


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