Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Gottfried who wrote (29348)	4/1/1999 4:25:00 PM
From: Jeffrey D	Read Replies (1) \| Respond to of 70976

Gottfried:<<Yes, he said PCs contain $400 of silicon and cars $230. Cell phones $50. But does your average stock trader know that?>> Thanks G, do you think we might actually face a less volatile industry in the future with networking/communications and consumer chip needs evening out the wild DRAM cycles? Now that would be something! ................by the way.....anyone see that Pig guy who blasted on to this thread and claimed AMAT was a "perfect" short? I guess it is more "perfect" now with todays rise to over 64. Best regards, Jeff

To: Gottfried who wrote (29348)	4/3/1999 10:37:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 70976

Gottfried, Yes, he said PCs contain $400 of silicon and cars $230. Cell phones $50. But does your average stock trader know that? The slide that they showed containing the above info has been bugging me since I saw it at the meeting. The reason is that another product type shown on that slide, workstations and servers, had a silicon value listed as far, far less than it should have shown. That silicon value, for WSs and servers was shown as $550 million. For reference, the PC silicon content was listed as about $50 billion, or somewhere in that ballpark. Well, WSs and servers should include all of Sun such products, all IBM S390 (heretofore called mainframes), and many many more vendors' such products from IBM, again (RS/6000, AS/400, etc.), Compaq (Xeon, Alpha based), HP (Xeon, PA RISC), Dell, Hitachi, Bull, Sequent, Fujitsu, NCR, on and on. I know that S390 and compatibles is at least a 10 billion dollar product, sales wise. Silicon content is in the billions. With all the other workstations and servers, I'm wondering if it should have been something like $5.5 billion silicon content for this overall category. Even that sounds low. Yes, I did email AMAT requesting the slides be put up on their web page. On to coloring the Easter eggs. Doh, kids all grown up! Tony