Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 275.13

+3.0%

Dec 10 3:59 PM EST

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To: davesd who wrote (9566)	10/26/1997 2:08:00 AM
From: orson sanderson	Read Replies (1) of 70976

Overcapacity is the reality now but the name of the game is "staying in the game " of chip production. Cannot afford to be static, or get left behind. There must be price war as it is part of the game. There will be casualty on companies or countries not being able to afford the "capital intensive" investment game. The survivor of any downturn will become market share leader and cost price leader thereby reaping profit. It is an expensive game but very profitable when it hit pay dirt as in 1994.Regards

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