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To: Road Walker who wrote (100776)3/13/2000 10:48:00 AM
From: Tony Viola  Respond to of 186894
 
John, yes, Niles did say 1 to 2 more years for the current boom cycle for semis. He also said they just got through a 3 year down, last year, 1999, as you point out. Some others are saying looking good, maybe through 2002 now, because of the strong demand for the wireless, broadband and Internet related chips. Also, maybe the next down might not be so bad for the same reason.

Tony