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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls
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To: hhieslmair who wrote (68)7/29/2000 12:02:01 PM
From: Cary Salsberg  Read Replies (1) of 195
 
As you said, demand keeps growing in a smoother fashion than supply does. Supply comes online as the result of $2-3B quantum leaps (fabs). Anti-trust and competition prevent much cooperation in creating supply. You balanced increased diversity of demand with increased flexibility of modern fabs to meet it. These both add complexity and make it more, not less, difficult to match new capacity 18 months from now to increased demand that far out.

By the way, I have a bridge to sell you if you are interested<g>
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