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Mephisto, the analogy used here most is amat sells the guns and bullets, so who care who wins the war. The spending to go to .25 and below, coupled with 300mm, and CU, etc. is what the intels, samsungs, hitachis, motorolas have to worry about. The point being, even with our comcerns that amats customers aren't making money like prior to the slowdown, they still have to spend or be overtaken by their competitors. At some juncture this become worrisome, bnut the open question is when? Or, will demand slowly but surely catch up to capacity(best case scenario!!).If and when that happens, coupled with the ather market drives for replacement equpment, then we'd be firing on all cylinders and katie bar the door. |
