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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Taro who wrote (298825)8/8/2006 10:52:42 AM
From: combjelly  Read Replies (1) | Respond to of 1578445
 
"Another 2-3 years for price correction and burning off (sorry for the expression;) the inventories IMO."

If it gets too bad, that can literally happen, you know...



To: Taro who wrote (298825)8/8/2006 11:00:50 AM
From: Road Walker  Read Replies (1) | Respond to of 1578445
 
re: Another 2-3 years for price correction and burning off (sorry for the expression;) the inventories IMO.

Could be much longer. Interest rates are still going up (even if the Fed quits). A recession is may be in the cards. Inventories will continue to build.

Even when it bottoms in say 2 more years, you will only see ~5% +/- increases per year... so my best guess is that it will be 5-7 years before we get back to the peak prices of last year.


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