FSII - The Worst is Over? Message Board

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Technology Stocks : FSII - The Worst is Over?

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To: Running Bull who wrote (975)	5/27/1997 4:23:00 PM
From: Stratajema	of 2754

Running Bull. Your post shows very good insight. I just wanted to add that I have read about many foreign fabs being built and equipped over the past year and this has helped stabilize the sales of the more prominent international players like AMAT. Some are speculating that fab capacity is now huge and it will take even longer for supply and demand to balance in this cycle. This would seem to indicate to me that the so-called recovery in semi-equip sales won't take place before 1999, all the while the street merrily believes the recovery starts next quarter. - David

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