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

To: FJB who wrote (112266)	5/23/2000 10:16:00 PM
From: Mani1	Respond to of 1579778

Bob, as always, thank you for an insightful post, I agree with you, a small deceleration in equipment order is OK and it may go a long way to ease out the cyclicality. On one hand, the demand should continue to grow so the "bust" part of the cycle may not happen just yet. On the other hand, considering how long of a lag time there is between the time an equipment is ordered to a time it is making chips, I got to think cyclicality is just part of the business. As you know the problem is that once the fab is running, it will produce chips with little regard to how much they can be sold for, due to the high fixed cost of owning a fab. Mani