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

To: Ian@SI who wrote (30765)	6/1/1999 10:52:00 PM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>> I wouldn't rush to the conclusion that "industry forces" will slow, stop or reverse the rise in ASPs any time soon.<< Neither would I. I'm sorry if I gave that impression. IMO, a change in the long term trend of rising ASPs would be a significant and traumatic change to the underlying economics of semiconductor manufacturing. The last three years of declining ASPs are just a glimpse of the pain that would be inflicted on the industry were the long term trend to reverse. Regarding letting people hold whatever views they are comfortable with, I do sometimes wonder why I bother. Or why I don't at least bookmark my previous posts on the subject so I can just respond with links instead of repeating myself. Guess I inherited the "teacher gene" from my Dad after all... Katherine