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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: pompsander who wrote (68487)	5/17/2002 12:52:08 AM
From: paul_philp	Respond to of 99280

Great chart. I am concerned about this cycle. The will be some internal to the industry demand for equipment to drive to 130nm and 300mm and copper. This will produce a new generation of chips using the latest manufacturing efficienies. The end products will design the new chips into their next generation products and will insist on a supply of chips be available in inventory. This is what is happening, to some degree, at this stage of the upturn. Again, the worrying fact is the lack of growth at the end product end is disturbing. We make get a new generation that lowers product costs without increasing demand. Paul