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To: orkrious who wrote (151222)2/14/2002 2:24:19 PM
From: LLCF  Read Replies (1) | Respond to of 436258
 
<Almost no one orders new equipment with capacity utilization low. What good is new equipment when you're operating at low capacity. >

Because if you come out with a blow away chip... you'll get everyones business.

<It is true that many companies will want the latest equipment to help keep their costs down, but as a general rule the equipment companies don't lead the upturns. It's a fallacy perpetuated by a couple of people that sound good.>

That may be... I'm just spewing a reason why those stocks may be up. Not saying it makes any sense, it's what people say... no?

DAK



To: orkrious who wrote (151222)2/14/2002 2:27:06 PM
From: ild  Read Replies (1) | Respond to of 436258
 
Any explanation to the paradox that both INTC and AMD reported all time high sales (units) and it's a fact that overall PC sold number was down YoY. Channel stuffing? What else?


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