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

To: Proud_Infidel who wrote (41174)	12/28/2000 11:19:38 AM
From: Kirk ©	Read Replies (1) \| Respond to of 70976

Thanks Brian. Especially for the links to the originals! This seems key: The industry expected that the bullish PC demand will continue through the end of the year, during the back-to-school and Christmas seasons, and the belief triggered a massive buying spree among PC manufacturers that led to a supply shortage and steep price rise. Against the prediction, PC sales slowed down. Companies started to empty their inventory bringing their products to spot markets, suddenly reversing their supply-demand situation. Aggravating the excess in supply, chipmakers have continued to improve their output capacity by shrinking the size of their chips. As a result, DRAM prices plummeted to their lowest rating in more than a year. It makes me think we should ALWAYS take some off the table when we read of shortages and then buy back when we read of gluts and slowing demand. We won't get out at tops or in at bottoms, but will still make great money!