Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (12036)	4/30/1998 7:35:00 PM
From: getgo234	Read Replies (1) \| Respond to of 25814

Shane and others: On the AMAT thread there are a significant number of postings in the last 24 hours in which individual chip equipment companies talk about the significant reduction in the number of incoming orders and the expectation that demand is not likely to pick up before early 99. There is a particularly interesting posting describing INTC's plans to not fabricate 300mm wafer for the next 2 or 2 1/2 years. The point (wishful thinking perhaps) is that with the sharp curtailment of new capacity isn't it reasonable to assume chip prices will stabilize by early next year ? And if it is apparent (once again) that supply / demand is returning to a balanced situation why can't the price of chip makers start moving higher late in 98 in anticipation of improving chip prices in early 99 ?