Applied Materials No-Politics Thread (AMAT) Message Board

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Technology Stocks : Applied Materials No-Politics Thread (AMAT)

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To: Proud_Infidel who wrote (2758)	8/30/2002 10:20:09 AM
From: Steve Lee	Read Replies (3) of 25522

I am making that comparison for two reasons: 1) It is the comparison made in the article that you posted 2) It shows that unit sales are still near the peak. Combined with low ASPs, that gives a clue that this downturn is related to supply rather than demand. That is why we are about to get a double dip. Oversupply leads to lower prices Lower prices lead to lower profits Lower profits lead to lower personal incomes Lower personal incomes lead to lower demand -> second dip The financial woe has hardly started yet so don't look too hard for the silver lining.

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