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Politics : Formerly About Applied Materials
AMAT 267.12+4.0%1:30 PM EST
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To: Math Junkie who wrote (62263)3/22/2002 6:24:59 PM
From: Sun Tzu  Read Replies (1) of 70976
 
> What the chipmakers are doing is guessing...but nobody really knows.

Absolutely true. And this is true not just for the chip makers but for such mundane things as basic metals, banana, coffee, sugar, steel, and so on. When you look at the operations of the companies that are heavy users/producers of a commodity, you see that for the most part they have stopped trying to guess what what the market will do. Rather they try to minimize the effect of market fluctuations on their business. This, I think, is something of significance for all would be market mavens. When the companies that should know the supply and demand better than anyone else and who can actually affect the supply and demand fail to predict the price movements accurately and choose to make their money through other means, others should be so much better to succeed.

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