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

To: Demosthenes who wrote (26893)	12/3/1998 10:55:00 PM
From: Gottfried	Read Replies (1) \| Respond to of 70976

D, re > semi equips moved more drastically like the tail of the whip.< Please, this is a family thread. <g> G.

To: Demosthenes who wrote (26893)	12/4/1998 10:05:00 AM
From: Katherine Derbyshire	Read Replies (1) \| Respond to of 70976

>>I recall you saying something like the chips companies moved like the handle of the whip while the semi equips moved more drastically like the tail of the whip. No?<< Yes, exactly. You can extend the analogy in both directions if you want, putting the electronics OEMs in the handle and the suppliers to equipment companies in the tail. Of course, as the whip gets longer, the amount of snap suffered by the tail increases. Katherine