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

To: Cary Salsberg who wrote (9982)5/22/2004 9:08:34 PM
From: Sam Citron  Read Replies (1) | Respond to of 25522
 
Let me test my understanding of your thesis, as best I understand it, in simplified form:

Because it is now so expensive to add a new production line($200M), semis have more incentive than ever to keep supply consistent with rising demand. By adding capacity in a cautious manner, one line at a time, semis will either prolong the semi-equip cycle (50% probability) or eradicate it altogether, depending on demand.

Please comment.

Sam


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