SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.83+3.9%Nov 19 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Jay M. Harris who wrote (4176)12/29/1997 11:35:00 AM
From: Clarksterh  Read Replies (2) of 10921
 
Jay - At the end of '95, DRAM, which suffered from the largest amount of over-capacity, made up about 60% of orders for semi-equip. Now it only makes up around 40%. In addition, in late '95 the logic makers and foundries were also over capacity, although to a substantially lesser degree than DRAM. That is far from obvious today, with most foundries booked solid. (however, I'll admit it is hard to gain insight into this except on a company by company basis).

Thus, '98 is likely to be substantially different from '95, although the uncertainty is likely to hurt capital equipment sales in the first part of the year.

Clark
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News