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

To: Katherine Derbyshire who wrote (30834)	6/6/1999 9:27:00 AM
From: LemurHouse	Read Replies (3) \| Respond to of 70976

Katherine, I appreciate your contributions to this and other SI threads. There is and I think always has been a pretty obvious historical correlation between chip ASP and semi-equip capex. What is less clear (to me anyway) is where we are now, and what the future direction is with regard to ASP. Do you have any information re ASP for the current year, and projections for next year? Do you think it is possible to predict ASP's with a reasonable degree of probability? Many thanks. Andy