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To: Pierre-X who wrote (8157)12/11/1997 3:28:00 AM
From: Thomas Haegin  Read Replies (2) | Respond to of 11057
 
Re: DD demand lower than expected

Did they cite a reason for that? Could it be that the sales pipelines are a bit fully stocked right now? I would expect that a demand slowdown should be a shrot term event only, being corrected quickly by the strong ongoing overall trend to capacitiy increases.

Thomas



To: Pierre-X who wrote (8157)12/11/1997 10:19:00 AM
From: fiberman  Read Replies (1) | Respond to of 11057
 
I told you about QNTM lying their A** off, when they were saying everything is O.K. and they will meet their numbers. Thanks to them, the whole sector is going to go lower. They should have announced the truth when the other 2 guys did. Soon or later, supply will catch up with demand. How low can we go??? That is the $64K question!!!!


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