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Politics : Formerly About Applied Materials
AMAT 256.40+1.2%3:59 PM EST
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To: Cary Salsberg who wrote (47234)5/24/2001 6:36:48 PM
From: Sun Tzu  Read Replies (1) of 70976
 
Cary, as you've pointed out enough people were burnt playing that "no limit poker" game that it may indeed be over. Another thing to consider is that I think many in the industry expect the demand to catch up with the supply and are investing too much in 300mm equipment. But there may be too much infrastructure around. So when the inventory glut is resolved, the growth rate may not be near the previous up cycles. In that case the capex will really take a hit despite chip makers' [marginal] profitability.

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