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

To: Skeeter Bug who wrote (24210)	9/12/1998 6:49:00 AM
From: Duker	Read Replies (2) \| Respond to of 70976

<<2. basic seasonal affects. back to school and christmas are approach (btw, 2nd half of the years are ALWAYS better than the first half ;-)>> People are quite willing to lob in the seasonal affects (effects?)factor. I understand the intention, but isn't seasonal demand still demand? Does it not absorb capacity? Moreover, isn't half of a year a substantial amount of time...Kinda like saying: the demand for the product was great during the daylight hours, but it was somewhat tempered by the fact that demand dropped off when the sun went down??? <<3. intel wrote down inventory so more profit moved to the bottom line.>> Intel always writes down inventory --every quarter when prices are declining (which is, every quarter). Some would say that this is a very conservative approach to inventory accounting. Just as it is conservative to expense "one time write-offs." I do agree with you on the "too early to tell if the industry has turned" statements. Just whining. --Duker