Formerly About Advanced Micro Devices Message Board

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Politics : Formerly About Advanced Micro Devices

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To: Road Walker who wrote (121662)	8/3/2000 11:25:17 AM
From: chomolungma	Read Replies (2) of 1576123

John, Re: End of cycle. I'm not talking about the end of the Semiconductor cycle. I'm referring to the inventory cycle. They are not necessarily the same. I'm nowhere near suggesting that demand has peaked or even that the growth in demand has slowed. I am suggesting that supply has now caught up with demand and that the pipelines are full. If this is the case then production will decline just because inventories no longer need to be built. It's the ole change in the change, second derivative scenario. What this will possibly mean to the companies is a more rigorous competitive environment. I foresee AMD losing out due to their relative size disadvantage. Best, Cho

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