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Politics : Formerly About Applied Materials
AMAT 337.05+0.1%12:26 PM EST
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To: Ian@SI who wrote (42322)2/17/2001 5:55:24 PM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
>>And unlike the 96-98 downturn, none of the gurus are whispering that growth in chip usage is a thing of the past - this is now a mature industry which won't grow faster than the GDP. <<

Yet. IMO, the downturn in chip sales is not yet over, and we therefore don't know how dire the forecasts will get.

But then, paying attention to the self-appointed gurus has never been a good way to make money in this sector. Someone who bought when the gurus claimed the sector was dead, and sold when they claimed it was no longer cyclical, would probably do pretty well for themselves.

Katherine
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