Formerly About Applied Materials Message Board

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Politics : Formerly About Applied Materials

AMAT 223.95

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Nov 21 9:30 AM EST

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To: davesd who wrote (9619)	10/26/1997 12:54:00 PM
From: orson sanderson	Read Replies (1) of 70976

Dave, how shall I put 1996. Slowdown attributed to too much 16MB Dram prices falling due to continuous production with demand being static and unable to meet the increased supply(overcapacity) or demand sluggish relative to supply of chip and causes the slowdown- which is...?? You can tell me as you like it.;-) You can called it whatever terms but to me is due to overcapacity or supply exceeding demand. There were no known recession yet in 1996 in Asia or US. Regards

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