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

To: Teri Skogerboe who wrote (20715)	6/24/1998 1:53:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 70976

Teri, Re: The prices for those chips have been steadily falling I hope you don't use this as the basis for investing in the semis. Prices for chips of each and every kind have always been falling- that is the nature of the business. The key is the rate of decrease and remaining profitable with the falling prices. We have seen DRAM prices plummet from late last year into this year. They have levelled off and that is a very good sign. Along with the fact that Samsung and several other chip makers will voluntarily shut down for several days, these are good signs and should bring DRAM back into equilibrium sooner. Win98 is also coming to market and I believe(not sure) that it requires 64MB of DRAM. Knowing MSFT and their requirements, if they say 64 is needed to run the OS, it's probably closer to 128. BK

To: Teri Skogerboe who wrote (20715)	6/24/1998 1:55:00 PM
From: Justa Werkenstiff	Read Replies (1) \| Respond to of 70976

All: Morgan on CNBC tomorrow 8-10am slot EST from Asia (eom).

To: Teri Skogerboe who wrote (20715)	6/24/1998 1:55:00 PM
From: Clarksterh	Read Replies (1) \| Respond to of 70976

Teri - The prices for those chips, [microprocessors] have been steadily falling and the shrink alone increases their capacity by approx. 33%. STOP DOING THAT! The capacity in terms of microprocessors produced does NOT go up with each shrink. We've had this discussion before. The shrinks allow them to produce more processors only if the capability of the processors remains the same. This is manifestly not so with Intel in the last year - they have moved from P-MMX to P-II. Clark