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.
Politics : Formerly About Applied Materials
AMAT 322.62+6.1%3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Big Bucks who wrote (23759)9/3/1998 10:21:00 AM
From: Ian@SI  Read Replies (1) of 70976
 
BB,

I watched my re-entry points of 28 and 25 come and go without even nibbling.

1. Too many fabs being "mothballed"
2. Too many chipmakers warning things are worse than thought
e.g. VLSI today, Hitachi yesterday, LSI last week, LG Semicon and Hyundai merging their Chip operations, and on and on.

There's just too much idle capacity ready and waiting to handle any book increase.

And it appears that the chip demand is still not growing as fast as supply. Until we understand all the factors for excess capacity, a trip to Vegas would be a safer bet.

FWIW,
Ian.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News