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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (6364)	7/2/2003 3:53:17 PM
From: Cary Salsberg	Read Replies (2) \| Respond to of 25522

RE: "If the market does not respond to the capacity requirements, the semiconductor industry faces a new round of chip shortages in the market in 2004, warned G. Dan Hutcheson, president of VLSI Research." If the sun does not come up tomorrow, it will be dark! RE: "But given the lack of fab investments in recent times, it's unlikely the market will be able to respond to the anticipated IC demand." 1. There hasn't been a "lack of fab investments." 2. I think some case should be made for the timing and quantity involved in "the anticipated IC demand." 3. I think that it is entirely likely that the market "will be able to respond to te anticipated IC demand."