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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Justa Werkenstiff who wrote (34949)4/22/2000 12:05:00 AM
From: Jack Kunkle  Respond to of 70976
 
Just think how much overcapacity there would have been if businesses were spending during the first quarter?

Assuming that PC growth does grow in the single digits during the second quarter as Microsoft proclaimed, can the FABs accommodate the additional demand?

Interesting dynamics we are seeing, and yet I can see the headlines on Monday: PC demand slows!



To: Justa Werkenstiff who wrote (34949)4/22/2000 5:59:00 PM
From: Xpiderman  Read Replies (1) | Respond to of 70976
 
SEMI March book-to-bill is 1.45! A all time high in SEMI history.

THe SEMI single month booking number is also record breaking. Sometjing is going on here:

geocities.com


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