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 (17371)	1/23/2006 1:12:52 PM
From: Cary Salsberg	Read Replies (1) of 25522

RE: "...of any consequence." Yes, there have been shortages and excess inventory accumulation. Business is driven by forecasting and normal margins of error produce shortages and excesses. These are mostly tactical. Strategic shortages and excesses were the rule in the past and they had significant consequences.

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