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To: pater tenebrarum who wrote (18267)9/14/2000 11:50:58 AM
From: chic_hearne  Read Replies (1) | Respond to of 436258
 
Re: well, SCI, which is the second largest contract manufacturer in the world, specifically cited weak demand as the reason for the earnings disappointment.

There's very good reasons why SCI missed. Too bad none of the ANALysts took the time to dig and find out why. Key words being "demand" for "their" products. Bottom line, they missed the boat in product transistions. Management didn't face up to their f*ck ups, but took the easy route and blamed it on "general demand".

inflation in the real world is pinching consumers pockets everywhere....

this is truly the only thing that can end the cycle in the near term.



To: pater tenebrarum who wrote (18267)9/14/2000 11:51:38 AM
From: LLCF  Read Replies (1) | Respond to of 436258
 
< a continued drop-off in demand. inflation in the real world is pinching consumers pockets everywhere.... >

One must remember that 'real' prices of all U.S. made tech equipment are rocketing with the dollar... conversely foreign componant prices are dropping here, any effect on the semi-cycle?? Chic?

DAK


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