Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 254.72

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3:59 PM EST

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To: w0z who wrote (35513)	6/21/2000 12:40:00 PM
From: Katherine Derbyshire	Read Replies (2) of 70976

I haven't seen signs of double ordering of equipment. Equipment lead times are starting to climb, but not too the extremes usually seen before an over-ordering induced slump. While double ordering of chips may be occurring, current construction projects in the most shortage-affected sectors (such as flash) are needed to meet current demand, not projected demand. That is, even if flash sales froze at current levels--which no one expects them to do--the current supply would be inadequate. Katherine

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