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

To: Margarita who wrote (19932)	6/5/1998 12:51:00 AM
From: William Nelson	Respond to of 70976

Re: 400mm article. The viewpoint expressed in this article made no sense to me. If price wars and oversupply make chipmaking unprofitable, then why not do something else?? Trying to continually make more chips than the next guy while margins fall and fall is rediculous. I HOPE that in the post- asian-collapse world, people who think like this guy won't get loans. Also he said the SIA predicts 5% revenue growth per year. I just read a report where the SIA predicted more like 18%. Anyhow, if other chipmakers think like this guy there will always be a glut. But tons of equipment will be purchased :')