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


To: 16yearcycle who wrote (24779)10/1/1998 12:39:00 PM
From: Proud_Infidel  Respond to of 70976
 
semibiznews.com

Excerpt:In fact, the budget slashing has accelerated to a point where people are now beginning to worry about severe shortages in chip-making capacity developing around the turn of the century.

"I've never seen such a dearth of new fab starts," commented analyst George Burns of Strategic Marketing Associates in Santa Cruz, Calif. "The value of new fab starts this year will be less than $15 billion -- half of the $30 billion in new starts two years ago."




To: 16yearcycle who wrote (24779)10/1/1998 1:04:00 PM
From: Jacob Snyder  Read Replies (2) | Respond to of 70976
 
re: Anyone see any safe havens?

1. cash
2. INTC @ 70
3. BSX @ 42
4. more cash