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To: Tony Viola who wrote (15020)9/16/1998 1:06:00 AM
From: E. Graphs  Read Replies (1) | Respond to of 25814
 
Tony,

Do you follow semi-equips? Have you noticed if any are lowering their prices on equipment? Fabs were getting too expensive to build. I would think this is what a correction corrects. How much of a discount should we watch for? I'm wondering if we won't see any real recovery until we see big some big discounts on equipment. Most likely we'll get more consolidation first, though, right? Then deals on equipment .....imponderable deals. <gg> Then recovery.

Has this already been discussed? Do I have this wrong?

Thanks,

E



To: Tony Viola who wrote (15020)9/16/1998 1:09:00 AM
From: patrick tang  Respond to of 25814
 
I think the digital camera can be big. This year x86 is about 90M. Scanner sales is supposed to be 20M units. If digital PC graphics are as easy to manipulate as Word and Excel doc. and 10% of home PC buyers buy a camera, you are probably talking about >5M units per year. If each chip is $25 (total guess), that a >$125M TAM.

patrick


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