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

To: advocatedevil who wrote (55285)	11/9/2001 2:03:29 PM
From: Tito L. Nisperos Jr.	Read Replies (2) \| Respond to of 70976

Dan Niles probably is still sticking with his Bleak prediction made some time after Sep 11 that the SEMIs will have more than 2 years to recover and that Capex into SEMI-EQUIPS won't be up Not until after 3 years from now. That's why I mentioned in recent Posts that he May be proven right Not earlier than 3 years from now... but he may be proven Wrong any time in 6, 9 months, 1 year --- anytime the economy picks up and the SEMI-EQUIPs will have their happy days again. Most Predictions including mine may or may not come true. Even say a company's officer who is in charge of setting the number of products say Cell phones to be produced set it at 1,000,000 units for this year because last year the company sold 600,000 units and maybe this tear people will buy more. The officer is hoping all the 1,000,000 produced this year will all be sold. Finally, Either the company sells less or more than the officer of the company hopes for --- regardless of the number of units decided to produce. He has no power to dictate how many units people are going to buy from his company. The one I know that is true is that the Future is not easy to predict. almost everybody is predicting we will have a bleak Christmas because the effects of Sep 11. One thing I'm sure of is merchants will be discounting prices to entice buyers. With the stock market going up giving people the feeling they have some spare cash for Christmas --- well, anything goes.