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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: maceng2 who wrote (104336)5/23/2001 5:56:40 PM
From: Earlie  Read Replies (1) of 436258
 
PB:

I would be careful, as the end markets for semis have gone through a fundamental change that none of us have witnessed in the past, which is complete saturation of end markets. We will require some new applications before this situation is resolved. Cellular phones and PCs, the major end markets for semis during the past two decades, aren't going to turn this one around.

Best, Earlie
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