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


To: Jack Kunkle who wrote (30742)5/31/1999 10:38:00 AM
From: Clarksterh  Read Replies (1) | Respond to of 70976
 
Jack - I find it very hard to believe that average selling prices for commodities trend upward over time.

She is, I think, talking about before accounting for inflation, you are talking about after accounting for inflation. Just FYI

Clark



To: Jack Kunkle who wrote (30742)6/1/1999 8:40:00 AM
From: Katherine Derbyshire  Read Replies (1) | Respond to of 70976
 
>> <Because the doublings in density were not accompanied by an increase in
cost,.......Higher levels of integration mean greater numbers of functional units can
be integrated onto the chip, and more closely spaced devices, such as transistors,
can interact with less delay. Thus, the advances gave users increased computing
power for the same money, spurring both sales of chips and demand for yet more
power. ><<

I know that. That's Moore's law, and a different point from the one I'm making. If a chip with 4X the transistors only costs 2X as much as its predecessor, then the consumer gets more computing power for less money, but the ASP for chips has gone up.

>>I find it very hard to believe that average selling prices for commodities trend
upward over time. <<

Average selling prices for *chips* (not transistors) trend upward over time. If that means chips are not commodities, well, so be it.

Katherine