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

To: Math Junkie who wrote (20751)6/24/1998 5:17:00 PM
From: jtechkid  Read Replies (2) | Respond to of 70976
 
LRCX NEWS-the key is they will meet the street but things are staying about the same. the key is management in semi's never come close to picking the downturn and come close when things pickup. i think the key is what is your valuation concern with each stock. i reaaly believe the worst the downcycle the better the upswing because capacity is being cut as we speak now as companies are laying off workers in lot higher pace then 1996. ANOTHER point. is their is really no competition with semi equip and guys like amat ,klac, with get stronger with dominant mkt share. WHEN HAVE YOU SEEN THE LAST IPO FROM THIS GROUP. the level of entry is just about impossible. it will be interesting to see what morgan says tomorrow.



To: Math Junkie who wrote (20751)6/24/1998 5:53:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
Correction: shrinking the feature size by 50% lets you add 300% more transistors!

Transistors half as big implies twice as many transistors in each row, and twice as many rows, for a quadrupling of the number of transistors.

That's why you see the oddball numbers for feature size: since wafers are two-dimensional, to double the number of transistors you only need to divide the feature size by the square root of two.



To: Math Junkie who wrote (20751)6/24/1998 8:22:00 PM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
Yes, you are correct. (Actually, your correction to your correction is correct.) Typing faster than I think, I guess.

Katherine



To: Math Junkie who wrote (20751)6/24/1998 10:17:00 PM
From: Sid Stuart  Read Replies (1) | Respond to of 70976
 
Shrinking the feature size by 50% lets you add 100% more transistors, not 50%.

Hmmm, I'm a software engineer, not hardware, but wouldn't shrinking feature size by 50% reduce surface area used by 75%?
(x/2)*(y/2) = (x*y)/4 where area = x*y
That would mean you could add 300% more transistors.

Sid


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