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

To: Gottfried who wrote (30001)	5/8/1999 4:25:00 PM
From: Will Lyons	Read Replies (1) \| Respond to of 70976

Very interesting! But--- DRAM prices have been falling for years. New technology has helped reduce costs . New technology requires capital investment in new tools etc. Semi-equips are bought for two reasoons modernization expansion So semi-equiiips are more volatile than chippers as they respond to cycles of expansion and modernization. Sometimes these cycles are in opposition, sometimes in parallel. Chips are not only used in PCs but are increasingly a part of many new products The dollar value used in autos is growing PLUS commuunications positioning devices tire pressure gauges LEDs for illumination MEMS etc etc etc So even as PC sales may not contimue to grow at breakneck speed the chip demand is not going to fall off precipitously. Perhaps some issues get ahead of themselves but there are many that are well placed for the future. Look at companies such as ASTX and ATMI . A large part of sales are moved by volume of chips and not only by capital investment I could name many more but this is an AMAT thread so will stick to the As on my approved list ASTX ATMI ADI ANAD ASYT AXTi Coments, criticisms, etc., welcome Will