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To: blake_paterson who wrote (76032)	7/21/2001 1:34:38 PM
From: blake_paterson	Read Replies (1) \| Respond to of 93625

where is the bottom? Part 1: siliconstrategies.com ...Bronson said he was beginning to worry about the low profitability of semiconductor companies and their ability--as well as willingness--to continue investment plans in 300-mm fabs....."It has become a very difficult thing to predict. In the near-term, particularly 2002, we will pretty much deal with it [the forecast] in six-month increments until we see a change in the general economy," Bronson added. Most executives at Semicon West were throwing their hands up in disgust and uncertainty over the near-term future. Very few executives said they were willing to predict market conditions for 2002 because they still don't know how 2001 will end. The hopes for a significant uptick in business during the final months of 2001 are slipping away, but a bounce back is still possible, according to some managers..... "I think we have reached the bottom, but the business is going to bump along for a while and we won't have any visibility until I think October or November," Zafiropoulo said. "I think we will have to wait until September or October to see what will happen." BP