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

To: davesd who wrote (23855)	9/6/1998 11:39:00 AM
From: Big Bucks	Read Replies (1) \| Respond to of 70976

Dave, I'm glad to see you have not lost your ability to perceive the reality of a situation. Your assessment of the industry totally agrees with mine. New technology is wonderful but it won't necessarily usher in demand overnight. The chip industry doesn't shift gears very quickly, the costs involved require revenues and engineering time to make new technologies production worthy. Right now survival is the name of the game, just trying to outlast the competition while attempting to retain some semblence of profitability in an oversupply/ over capacity situation. Growth/expansion is unlikely until demand again outpaces supply, however, new innovative chip products/capabilities open new markets and the potential of more revenues. Chip companies must look to future products to change the current dilemma, but it will take some time to implement. BB