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

To: Ian@SI who wrote (35536)	6/22/2000 3:40:00 PM
From: Math Junkie	Respond to of 70976

It seems true that the broadening market for chips should be a factor in favor of reducing the cyclicality of this industry. On the other hand, the inertia in the industry's response to changes in end-user demand is one force for cyclicality which remains. Also, if the fed is successful at slowing economic growth, that has to affect the semiconductor equipment industry eventually, albeit with a considerable time-lag. The question of whether the effort creates a recession or a soft landing will perhaps determine whether we get a severe pullback, a mild one, or just a reduction in the industry growth rate, when and if it happens.