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

To: Proud_Infidel who wrote (7628)	10/20/2003 11:35:53 AM
From: rhering	Read Replies (1) \| Respond to of 25522

Brian, I don't think "steeper" is good. It is very tough for both the SCE supplier and chip manufacturer. I'd much prefer a more gradual slope but I think the economics of the industry will force the chip manufacturers to buy pretty much at the same time. While I think forecasting is the most dismal science, when one manufacturer predicts an increase in demand. They will all see it and react. The good thing is, the smaller number of players should however dampen the height of some of the peaks and valleys we have historically seen. Regards, Roger