Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Road Walker who wrote (121662)	8/3/2000 11:05:14 AM
From: tejek	Respond to of 1576881

Cho, End of cycle(?): Worldwide Semiconductor Sales Reach Record High of $16.6 Billion in June 2000 Growth in Internet Infrastructure and Wireless Communications Fuels Demand for Semiconductors John, If it is the end (of the cycle), its going out with a big bang! ted

To: Road Walker who wrote (121662)	8/3/2000 11:25:17 AM
From: chomolungma	Read Replies (2) \| Respond to of 1576881

John, Re: End of cycle. I'm not talking about the end of the Semiconductor cycle. I'm referring to the inventory cycle. They are not necessarily the same. I'm nowhere near suggesting that demand has peaked or even that the growth in demand has slowed. I am suggesting that supply has now caught up with demand and that the pipelines are full. If this is the case then production will decline just because inventories no longer need to be built. It's the ole change in the change, second derivative scenario. What this will possibly mean to the companies is a more rigorous competitive environment. I foresee AMD losing out due to their relative size disadvantage. Best, Cho