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: Teri Skogerboe who wrote (17521)	3/11/1998 5:01:00 PM
From: Margarita	Respond to of 70976

The trend is your friend, right now the trend is our enemy! Good luck to all shorts and longs!

To: Teri Skogerboe who wrote (17521)	3/11/1998 5:12:00 PM
From: Ian@SI	Respond to of 70976

Teri, I haven't been reading many posts on this thread lately but your last one caught my eye. Re: Chip sales are slowing, ..., Yes, that's one possibility. Another possibility is that, perhaps, for the first time in history, chip prices have fallen. ;-) Specifically, more chips are sold even though at a lower total price. If more chips are sold, then at least 1 of several things has to happen: Fab utilization goes up which leads to equipment orders; Technology upgrades to permit shrinks which means equipment orders; Capacity upgrades to produce the additional chips. In any case, I agree with part of your point. It would be nice to see both unit and $ volume go up. It's not essential however for some of the leading edge equipment companies prosper. FWIW, Ian.