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

To: Proud_Infidel who wrote (13930)	12/30/1997 10:11:00 AM
From: Dave Grady	Read Replies (1) \| Respond to of 70976

Here is a view from an upbeat person, as opposed to a beatup person......it's all a state-of-mind!! cnn.com I, also, am one that believes the sky is not falling, and that all the chickens being killed in HK will soon bring an end to the "Asian Flu"!!

To: Proud_Infidel who wrote (13930)	12/30/1997 10:51:00 AM
From: David Aegis	Respond to of 70976

BK, RG-- Re. DRAM sales %'s. Bob's 15% DRAM market figure is based on dollar volume, not unit volume. The unit volume percentage for DRAMs is no doubt much higher due to the low average selling price per DRAM chip versus say a logic chip. In theory this helps explain why DRAMs comprise 40% of equipment demand, since higher unit volumes require more manufacturing equipment. --David