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

To: MileHigh who wrote (23823)	9/5/1998 10:16:00 AM
From: Skeeter Bug	Respond to of 70976

mile high, au contrare. EVERYONE with fabs sitting idle will also open them up. read - lots of capacity increase all at once. i'll let your understanding of basic supply/demand economics guide you from here.

To: MileHigh who wrote (23823)	9/5/1998 2:07:00 PM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

High, Re:" btw, any closed fabs - like siemens - can be opened any time, and will once profits come back online. That precisely my point, at least they will see profits instead of losses!" Exactly the reason that "available" excess capacity will continue to keep chip prices down and suppress major new fab expansion and equipment sales for 1-2+ years, IMHO. Profits will be highest in new niche products that have little/no competition. It seems that smaller chip companies that have specialty/proprietary chip designs will outperform some of the major producers over the short/mid term. Just my opinion, BB