Applied Materials No-Politics Thread (AMAT) Message Board

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

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Nov 28 9:30 AM EST

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To: Gottfried who wrote (10065)	6/2/2004 8:10:23 AM
From: Proud_Infidel	Read Replies (1) of 25522

Double-booking could lead to next chip recession Silicon Strategies 06/01/2004, 8:05 PM ET SARATOGA, Calif.--A flood of double-bookings due to the lack of fab capacity could potentially trigger the beginning of the next recession in the semiconductor industry, according to a report from Advanced Forecasting Inc. on Tuesday (June 1). Leading-edge fab capacity is running at 99 percent, causing some to believe that the industry is overheated and that the boom will soon come to an end. "The industry is currently in an early stage of overheating, though frenzied double ordering reminiscent of 2000 could quickly change that status into severe over-heating," stated Rosa Luis, director of marketing and sales for Advanced Forecasting, in a statement. "For the time being, based on our analysis of Actual IC shipments in relation to forecasted underlying demand, the boom should continue. As long as the slope of actual shipments slows down to coincide with that of underlying demand, the industry will remain safe."

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