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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Jacob Snyder who wrote (30700)8/29/2000 9:51:35 PM
From: Rick   of 54805
 
"For semi companies, they cannot adopt JIT manufacturing. They have to spend 1-2 Billion $, and then hope that when the fab is running at capacity (2 years later), demand is there."

I read somewhere that one of the problem in the semi field is that during periods of under capacity companies typically double and triple order to insure getting what they need. Capacity is then added based on the projected "demand" that never actually materializes.

- Fred
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