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Technology Stocks : Novellus -- Ignore unavailable to you. Want to Upgrade?

To: Steve Fancy who wrote (2088)	3/24/1999 2:12:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 3813

Steve, 1. My observation about the graph was simply that, an observation. I believe much more in A Random Walk Down Wall Street by Malkiel Burton than I ever could in TA. But I wouldn't mortgage the farm to buy NVLS today. 2. $300 PC comes without a floppy, without a monitor, and generally is deficient in Software, Hardware, Cache and expandability. However, I fully accept the point that powerful PCs have become cheaper and will continue to do so. 3. Katherine Derbyshire (frequent poster on the Semi - blood in the streets thread; and editor of Semiconductor Online) may be able to give you the market breakdown or point you in the right direction. I don't have current info, but I believe DRAM makers are about 40% of the semi equipment market and most of their output goes to the PC makers. I have no idea what percent of logic goes to the PC makers; or what percent of ASIC, Flash, MCUs, etc. As a wild assed guess, I suspect that the PC (including Apples, UNIX, etc.) is in the order of 75% or more of unit or $ volume. Ian.