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


To: Jerome who wrote (30700)5/28/1999 10:05:00 AM
From: Jack Kunkle  Respond to of 70976
 
I believe that you need to distinguish between above or below trend changes in ASP.

Jack Kunkle



To: Jerome who wrote (30700)5/28/1999 10:48:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
It's not my thesis, it's an empirical observation.

Go look up the historical ASP and capex data for the last ten years, and plot them yourself. (I'd post, but I don't have the numbers in an Internet friendly form.)

Katherine