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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Ian@SI who wrote (7728)	3/20/1999 12:22:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 10921

>>Re the ASP graph: It appears that with the transition to smaller feature sizes, that even though unit costs are declining in consumer terms such as number of Megabytes of SDRAM or 100s of MIPS of processing power, there are more transistors per chip and thus a larger unit selling price. i.e. everyone benefits except the guys who make the wafers. More equipment sold by equipment makers to chip makers who get more $ per chips sold to OEMs who use less chips per device but sell more devices to consumers who, in turn, pay less for more power. [Katherine, Please don't grade the previous paragraph-sentence on journalistic quality. It made sense to me. ;-)] << Makes sense to me. And yes, that's more or less exactly how the industry usually works: Moore's Law. >> Great point. George Soros is about the only one that I know of who systematically looks for evidence that his firmly held beliefs are wrong. And I assure you, I an not, nor will I ever be a Soros.<< Maybe if you took his approach, you would be? Katherine