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Politics : Ask Michael Burke
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To: Amir Shalit who wrote (185)7/31/1996 12:56:00 PM
From: Knighty Tin   of 132070
 
Amir, We are already in the mother of all semi gluts, though we are closer to the start than the bottom, so confirmation is ongoing. However, the key is, most analysts still believe it is a temporary inventory correction. The equipment b to b shows that these chippies are still ordering equipment at a rate close to last year. They also think this is a temporary inventory correction. That misanalysis is what turns a glut into a monster. They don't stop building until their bankers tell them to stop building. MB
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