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

To: davesd who wrote (17062)	3/4/1998 10:06:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

Dave - I found the numbers. FWIW: Semi sales to Computer makers - 50.1% (o.k., so it is a majority <g>) Semi sales to Telecom - 17.5% Semi sales to Consumer Electronics - 16.0% Semi sales to Industrial Equipment - 10.4% Semi sales to Automobile Manufacturers - 6.0% I derived these from the '97 numbers implicit in techweb.com And I would bet that that doesn't include all categories of semi sales, in which case computers will fall below 50%. Finally, PCs are only a part of the Computer segment, so PCs definitely fall below 50% of all semi sales. As for your comment that consumer electronics is low tech - agreed. I hadn't thought of that. (However, other areas are just as high tech as PCs (eg telecom).) The Intel news is definitely bad. The only possible mitigating factor is that AMD or Cyrix took some more market share given that more and more of the sales are low end PCs. Still, not good. Clark