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Politics : Formerly About Applied Materials
AMAT 259.21-4.0%Dec 12 9:30 AM EST
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To: Proud_Infidel who wrote (43393)3/9/2001 2:27:06 PM
From: Jacob Snyder  Read Replies (1) of 70976
 
That's actually very good news. When commodity chip-makers start cutting production at fabs, to try and prop up prices, it means we are within a few months of a bottom. When they start shutting down new fabs, we'll be even closer. For the moment, I'm betting the bottom (in semi-equip stock prices and bookings) is sometime in the middle half of 2001, April-August.
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