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Politics : Idea Of The Day

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To: Cynic 2005 who wrote (12530)10/22/1997 1:31:00 PM
From: Joe S Pack  Read Replies (1) of 50167
 
Mohan,
Thanks for the report and links about SEMI equipment manufactures.
I have a couple of points:
1) I am of the impression that all the Memory makers slowed down to control the price erosion and hence reduce the production. This should
help in stabilizing the price.
2) I have been reading about AMAT (in AMAT thread) that it is investing a lot of money in building a new office in Austin and have been hiring people (close to 2000).
If the management foresees a trun in demand cycle should n't they
stop worrying about it?

-Karun
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