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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: Sun Tzu who wrote (29767)4/29/1999 1:14:00 AM
From: Carl R.  Read Replies (1) of 70976
 
Oddly the exact opposite happens. When DRAM producers start to bleed, they accelerate their purchases of equipment. They do this in an attempt to get a cost advantage over the competition, but what happens is that the competition is forced to match. Eventually some players fold or run out of money, allowing the victors to slow down their frenetic pace and make some profit.

Carl
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