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Politics : Formerly About Applied Materials
AMAT 226.05+1.3%Nov 14 9:30 AM EST
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To: Demosthenes who wrote (26893)12/4/1998 10:05:00 AM
From: Katherine Derbyshire  Read Replies (1) of 70976
 
>>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?<<

Yes, exactly. You can extend the analogy in both directions if you want, putting the electronics OEMs in the handle and the suppliers to equipment companies in the tail. Of course, as the whip gets longer, the amount of snap suffered by the tail increases.

Katherine
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