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Politics : Formerly About Applied Materials
AMAT 329.07-0.4%Feb 10 3:59 PM EST
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To: Proud_Infidel who wrote (39098)11/3/2000 12:08:21 AM
From: Ian@SI  Read Replies (1) of 70976
 
This is somewhat curious,

Not really. My guess is that if you look at their balance sheets, they don't have the money to do any further expansions; they're unable to raise the money attractively.

Until their share prices recover; or financial markets start looking at the sector favourably, the probability of this cycle ending due to overcapacity within 2 years gets closer and closer to zero.

IMHO,
Ian.
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