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


To: roly who wrote (11371)11/19/1997 8:28:00 AM
From: w0z  Respond to of 70976
 
NEWS FLASH!!! Semi prices have been dropping by 30% per year since Kilby invented the transistor. Stay away from any crazy industry like this that regularly reduces prices...they can't possibly be making any money! :-) <VVVVBG>



To: roly who wrote (11371)11/19/1997 9:07:00 PM
From: Big Bucks  Respond to of 70976
 
Roly,
The point is as prices drop so do margins. This means less
capital for growth/expansion. The glut is expanding into
all commodity chip areas.

BB