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

To: Proud_Infidel who wrote (36084)	7/27/2000 5:12:10 PM
From: Kirk ©	Read Replies (3) \| Respond to of 70976

The news from Nokia today was GOOD for AMAT and other semicaps... Think about it. Customers want new features like browsers in their phones. this takes more integration which means smaller feature size . Also, when their stocks get whacked due to not being able to get chips, they might spend a bit more for the chips and even sign long term capacity contracts with UMC, TSMC, etc. to gaurantee fab space. THis will allow fabs to invest more knowing they don't have to run 24x7 at 90% to break even... Fab capacity might start selling on the CBOE for all I know! That is how farmers manage to get profits and remove some of the supply/demand problems from the equation. The ONLY bad news I could think of would be EITHER a loss of demand or an over supply. Over supply is not going to happen any sooner than 2002 from what Bagley said yesterday... Demand?