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Technology Stocks : Applied Materials No-Politics Thread (AMAT)
AMAT 256.41+1.1%Dec 19 9:30 AM EST
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To: Cary Salsberg who wrote (9939)5/21/2004 11:04:48 AM
From: Math Junkie  Read Replies (1) of 25522
 
"...if prudent behavior can eliminate capacity driven cycles"

Pretty tall order. Historically, the time lag from ordering semiconductor equipment to getting chips out the door, combined with the unpredictability of end user demand, and the unpredictability of who will win the competitive contests in the marketplace, has guaranteed big swings in semiconductor equipment demand. Somehow I think that more than prudent behavior is going to be required to solve this problem. Perhaps a crystal ball?
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