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


To: Proud_Infidel who wrote (6374)7/3/2003 4:26:23 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 25522
 
Still, the lead times for leading-edge, 0.13-micron foundry technology have extended from about 13-to-14 weeks in April, to about 17 weeks today,

Does anybody know if 17 weeks is acceptable? Or are these lead times indicative of meaningful pent-up demand.

“They know their customers are double ordering,” he added.

Why would anybody be double ordering now?