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Politics : Formerly About Applied Materials
AMAT 223.31-3.2%3:59 PM EST
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To: Katherine Derbyshire who wrote (26873)12/3/1998 10:45:00 PM
From: Demosthenes  Read Replies (2) of 70976
 
Katherine,

<<Exactly my point. Witness the current situation, in which the equipment downturn has been far more severe than the chip downturn.>>

I recall you illuminating us on this issue ages ago when you used the action of a whip as an illustration. I recall you saying something like the chips companies moved like the handle of the whip while the semi equips moved more drastically like the tail of the whip. No?

Rgds, D
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