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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (104590)4/12/2000 6:19:00 PM
From: Tenchusatsu  Read Replies (2) | Respond to of 1578238
 
Scumbria, <From all indications, the semiconductor business is headed for explosive growth this year.>

Yeah, but it's not like the semi industry can just have fabs pop up instantaneously. If the demand continues to be strong for the next few years, then we're looking great. But if this year is just an up year in a cycle, then we could have problems in 2001 or 2002.

Remember the slowdown of 1998?

Tenchusatsu



To: Scumbria who wrote (104590)4/12/2000 6:21:00 PM
From: Road Walker  Respond to of 1578238
 
Scumbria, re: "Is anyone worried about the long-term possibility of overcapacity, considering that other big players like Intel and TSMC are busy adding capacity as we speak?"

"From all indications, the semiconductor business is headed for explosive growth this year."

I think Tench was looking at long term capacity, well beyond this year.

John


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