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

To: Proud_Infidel who wrote (36338)	8/8/2000 9:09:51 AM
From: Proud_Infidel	Read Replies (1) \| Respond to of 70976

Memory Makers NOT Spending Enough: Message 14177527

To: Proud_Infidel who wrote (36338)	8/8/2000 2:18:12 PM
From: Demosthenes	Read Replies (3) \| Respond to of 70976

Brian, <<The outlook for the second half of 2000 is even better. We are still months away from the traditional annual peak of semiconductor sales. In eight of the last 10 years, November was the peak month for chip sales, based on the SIA's historical data for the three-month moving average of worldwide market billings (although September is the traditional peak month based on single-month sales). From 1990 to 1999, the peak month for semiconductor sales in each year has always come in the fourth quarter and never in the second quarter, according to the three-month moving average data.>> Excellent piece. This cycle may well be the strongest ever due to factors most of us are aware of, i.e., vast underspending during last downturn and broadening use of chips in so many areas. I'm curious as to why IC sales historically peak in the Q4 and if this cycle has years to go, will next year's peak. be in Q4 or at least in 2H00? On another note, I just can't believe how wrong the Street seems to be in this sector. It makes me question my judgment, but I felt the same way when I was buying the equips in the fall of 98. D