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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 328.51+1.9%Feb 2 3:59 PM EST
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To: Cary Salsberg who wrote (6373)7/3/2003 1:04:55 PM
From: Pink Minion  Read Replies (1) of 25522
 
>> Previous upcycles were mostly a function of the nature of fab construction

Are you referring to the out-sourcing model? Don't you think it had to do with the hypergrowth of the PC sector? It use to be 75% of the chips made. When that's growing at 20-30% per year, it's kind of hard to match demand.

If we see a product that cost $2600 and uses $1200 bucks in chips with that kind of growth, I'll bet the out-sourcing model would have problems keeping up. When they're all booked up, isn't that when companies build their own fabs?
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