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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: davesd who wrote (24378)	10/30/1997 8:37:00 AM
From: MythMan	Respond to of 132070

Dave, contrarian opinions are banned from those threads <g>. Pete

To: davesd who wrote (24378)	11/6/1997 6:27:00 PM
From: Knighty Tin	Respond to of 132070

Dave, The sources I have agree with that thinking. However, I think the fabs are out to lunch. Every one of them thinks they will be the last guy standing after this wasteland of a price meltdown is over, and, guess what? Many are not going to make it. They are not making money on the billions they have already spent, so, they plan to spend more billions to build more capacity while pc sales go into the tank. Bad idea. -g- The history of the chip equipment industry is orders going from zero to a huge number overnight, and vice versa. I think we are about to vice that versa. MB