Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 304.84

-0.8%

Jan 13 3:59 PM EST

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To: Tony Viola who wrote (33963)	2/1/2000 2:59:00 PM
From: Lone Star	Read Replies (2) of 70976

ARRGHH- Tony, I wish it were so, but what you said in your post is exactly the tune everyone was playing right before they got blind-sided in '96. If there was a chip cartel, and a cartel a lot better organized than OPEC, then maybe we could be confident therre would be no more cycles. But when you have open competition and everyone scrambling for increased market share, the potential for overbuilding and subsequent overcapacity will always be there.

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