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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: 16yearcycle who wrote (19610)	5/21/1998 2:13:00 PM
From: akidron	Respond to of 70976

Not sure about that... my guess is we get a temporary lull in the B2B declines then another severe downdraft as capex really crumbles as the funny money runs out in SEA, and intc, nsn, and amd slash capex to bring costs and rev's in line... my guess is that either nsn or amd has to go... to bring relative health back to sector... maybe merge... but fat margin's in cpu are a historical phenom... and yes I did slightly misread your post (it comes from being so SI inactive) and yes we will see the mid twenties if not the high teens before we start hitting new highs.