KLA-Tencor Corporation (KLAC) Message Board

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Technology Stocks : KLA-Tencor Corporation (KLAC)

KLAC 1,194

-1.1%

Nov 7 9:30 AM EST

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To: Ian@SI who wrote (1490)	9/13/2000 11:40:31 AM
From: Proud_Infidel	of 1779

Ian, With chip sales approaching $300B, at least $60B CapEx is warranted. Given the last couple years of underinvestment, closer to $100B is probably needed to bring supply back in balance with demand. Instead, the sector will probably see less than $40B investment this year aggravating the supply - demand imbalance. The above situations seems so obvious to me yet is never mentioned by any analysts!!!! You stated the facts well. A pedulum cannot swing too far in one direction without swinging farther in the opposite. Simple logic eludes many people on WS. BK

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