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Technology Stocks : Semiconductor Industry Sales Trends

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To: stockaholic who wrote (5)5/14/1998 5:29:00 PM
From: cbstock  Read Replies (1) of 105
 
Hi,

I really like your data. Thanks for the effort in posting. I just found this board and it seems curious that more folks are not discussing issues here.

You obviously are well informed about the semis! Based on all this data, what is your opinion about the whole future of the industry. It just dumbfounds me that the whole semi industry has been and is in such a bear market.

How long have you followed semis and how long do you see this awful downturn to last? A few comments indicate that this is the worst time for the broader semi market in 20 years. I know over capacity is an issue but what other things are driving the lack of pricing power and profits in this industry?

Regards

cb
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