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To: chic_hearne who wrote (19553)9/19/2000 12:21:02 PM
From: LLCF  Respond to of 436258
 
<You're also not taking into account that many phones
bought are just replacements for existing phones>

Also the 'morphing' of phones into 'devices' that do lots more 'cool' stuff and have much higher margins. Of course this too creates losers as well as winners. We are watching a nice rally in one of the 'winners' IMO today. My only tech holding other than 'bio'.

DAK



To: chic_hearne who wrote (19553)9/19/2000 1:29:31 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
well, this year alone, capex in semi fabrication amounts to $60 billion...seems to me that that is a whole lot of capacity. next year another $80 bn. are planned, but i suspect many of these plans will have to be shelved.


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