Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Kumar Nathan who wrote (10059)	10/30/1997 12:27:00 PM
From: Gottfried	Respond to of 70976

Kumar, thank you for the insider's view. GM <eom>

To: Kumar Nathan who wrote (10059)	10/30/1997 12:36:00 PM
From: roly	Respond to of 70976

Kumar, Thanks for your great post!<eom>

To: Kumar Nathan who wrote (10059)	10/30/1997 2:42:00 PM
From: davesd	Read Replies (2) \| Respond to of 70976

Kumar...you say that PC sales are booming.....the last I heard was that year over year unit sales were up 16%...that is actually lower than the previous few years. As far as margins, we all have read that the sub $1000 PC's are getting alot of action...therefore year over year dollar sales are probably lower than 16%. In a booming enocomy and rock bottom prices for PC's is not very comforting that unit sales are only 16% higher over last year. I'd think it would be alot higher. What has to happen to improve PC's sales growth?? As far as over capacity...margins at TSMC and UMC are dropping, I suspect that it is because there is enough capacity out there and customers are demanding lower rates. In times of low capacity...the foundry's set the prices and get high margins. dave