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Strategies & Market Trends : MDA - Market Direction Analysis

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To: Zeev Hed who wrote (40040)	2/12/2000 7:02:00 PM
From: Alastair McIntosh	Read Replies (1) of 99985

Zeev, you must not have heard the news. The cycles in the semis are over. They will just keep going up forever. An excerpt from the iWSJ: Semiconductor Industry Group Sees End to Boom-and-Bust Cycle By SCOTT EDEN - Dow Jones Newswires NEW YORK -- Exploding demand for communications devices and a more disciplined approach to adding manufacturing capacity should help semiconductor companies avoid the boom-and-bust cycle that has plagued the business throughout its history, an industry trade group said Monday ... ...But mitigating any future cyclical slowdown in the semiconductor industry, said SIA president George M. Scalise, will be chip companies' increasingly efficient supply practices. Helped by rising dependence on outsourced manufacturing, better manufacturing methods and increased use of e-commerce, the average period it takes for a chip order to be filled is two weeks, down from an historical average of 14 weeks. That means potential shifts in demand won't result in swollen inventories, Mr. Scalise said ... Al

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