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Politics : Formerly About Applied Materials

AMAT 223.95

+1.7%

Nov 21 9:30 AM EST

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To: Katherine Derbyshire who wrote (24332)	9/16/1998 6:08:00 AM
From: Duker	Read Replies (2) of 70976

Katherine, My "seasonal effect comment" was more rhetorical than anything else. Yes, "The Holidays" account for a smaller and smaller portion of retail sales (for most products...probably not tinsel). At the same time, "Back to School" accounts for more and more of retail sales in a relative sense. These observations miss the point I was trying to make. My point was more to argue that manufacturers still have to address capacity (AMAT thread, right?) from a standpoint of satisfying some fraction of demand, no matter when or how the demand flows. In this case, manufacturers have to deal with non-linear demand and product obsolescence -- among other things. Manufacturers "care" how the demand flows. In fact, they are happy that "The Holidays" account for a smaller and smaller portion of retail sales. But, they still look at aggregate demand for semiconductor and related products - which has trended upward for more than one year (or at least has not trended downward for more than one year -- still an "uptrend," right?). --Duker

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