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Politics : Formerly About Applied Materials
AMAT 304.08+2.2%Feb 5 3:59 PM EST
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To: stockycd who wrote (17057)3/5/1998 12:06:00 AM
From: BelowTheCrowd  Read Replies (1) of 70976
 
stockycd,

Your message doesn't make sense:

> SEA is finally popping the zit on the investment face of America...

The announcements you cite don't seem to reflect that much at all. Intels problem seems mostly related to box-makers reducing their inventories substantially. When you decide to reduce inventory from 4 weeks supply to 2 weeks supply, then you end up not buying for two weeks, and the supplier sees that pretty immediately in lost revenues. But it's not a continuing thing.

YHOO has very little to do with SEA. They get most of their revenues from advertising, and most of that from US customers advertising to US web-surfers.

I didn't see the RDRT announcement, but given what's happenning with inventories in the PC industry, I'm not surprised. Every major supplier is going to get hit this quarter as customers seek to get leaner by reducing inventory costs to the bone.

OTOH, I think SEA will have a much bigger impact than others expect. Most likely will be felt hard in autos, steel, banking, aerospace and some airlines as well as some technologies. But these announcements aren't good evidence yet, and I have a feeling they may be dismissed as a "technology thing."

mg
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