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


To: Gottfried who wrote (40026)11/27/2000 3:57:19 PM
From: Demosthenes  Read Replies (2) | Respond to of 70976
 
G,

<<. No doubt most of the upward leg of the SEMI equipment cycle is over [orders -based on time since the orders low].>>

How does copper, low-k and 300mm fit into your model? How does vast relative underspending after the last cycle fit in? A decent model would have to have more than time as a variable, or so I would think.

D