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

To: Teri Skogerboe who wrote (22129)	7/24/1998 12:00:00 PM
From: Ramsey Su	Read Replies (2) \| Respond to of 70976

Teri, just finished reading the GTW report. 33% unit sales growth to get 16% sales growth. AUP declining. Asia stronger than expected while Europe weaker. Trying to add this up as for chip demand, I am not sure if there is much demand the next faster better chip? Correct me if I am wrong. 64mg is being produced now, replacing the 16s. But if the 64 cost, say, $10 while the 16 cost $2, why wouldn't I just buy 4 16s instead of 1 64? I understand there is a limit in space inside the box (which I obviously don't visit very often). However, if I have 4 slots and want memory, 4X64 is 256, which I am guessing is more than what most of us need for hell of a long time. What is the incentive to entice a chip maker to invest hundreds of millions to get to the next level? Ramsey