Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 226.27

+2.7%

3:27 PM EST

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To: Ian@SI who wrote (48999)	7/10/2001 1:00:54 PM
From: Joseph Beltran	Read Replies (2) of 70976

Ian and all, I am wondering how much of this downturn in tech is attributable to what I call the "non-y2k scenario". I suspect that alot of companies loaded up on materials and product inventory in anticipation of y2K problems, believing the worst case scenario, i.e. that there would major disruptions in supply chains as a result of y2k.. When those problems failed to materialize they were left with alot of material and product and a state of reduced "demand" because in part, y2k had passed without a hitch. To the extent that 1 and 1/2 years have transpired since y2k it seems that perhaps most of that inventory buildup would have been either "consumed" or otherwise have become "obsolete" by now. There are obviously alot of other factors which have contributed to this downturn so please don't accuse me of trying to be overly simplistic. I am merely curious of the thread's opinions on the y2k aspect.

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