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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 159.33-1.8%Nov 7 9:30 AM EST
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To: Q. who wrote (9669)4/12/2001 7:13:04 AM
From: w0z  Read Replies (2) of 10921
 
He said that in most cycles, it takes 4 quarters to go from peak bookings to trough bookings, with a typical decline of
35-40%. This time, however, orders at Lam have gone from peak to trough bookings in 90 days, i.e., with a speed
"beyond anything I've seen in my career."

I wonder how much just-in-time inventory, online exchange of order data between vendors and customers, etc. has accelerated these cycles? If cycles are shorter on the downside it is likely they will also be shorter on the upside.
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