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To: Road Walker who wrote (105081)	6/29/2000 10:41:00 AM
From: Tony Viola	Respond to of 186894

John, >Isn't there a lag between the end of the semi equipment cycle and the end of the semiconductor cycle? I don't know. Simplistic idea would be the chip makers decide they have enough equipment, stop buying any more of it, but crank out chips for a good long while, making good money. So, it would seem that the equipment companies slow down sooner. However, you know it's more complicated than that. Maybe we should stop the cycle slow down talk, or we'll perpetuate the rumor. SI, where they look first! LOL. Tony

To: Road Walker who wrote (105081)	6/29/2000 11:17:00 AM
From: chic_hearne	Read Replies (1) \| Respond to of 186894

Re: There is a good argument that with semiconductors going into so many new and different products, that the cycle will be at least much longer. But a good way to get laughed at by the cynics is to say "everything is different this time". John, The cynics are very wrong, everything is different this time. For example, years ago when I got my first 386 from Gateway, it cost over $4000. The same can be said for cell phones and all the other devices that use semi's. Now you can get a good computer for under $1000 and there's a better reason to have one than the early 90's, the Internet. The world economy is in better shape also. But, none of this matters if the street thinks the cycle is ending..... chic