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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (39899)12/18/1998 12:36:00 PM
From: Nadine Carroll  Read Replies (2) | Respond to of 132070
 
"Myers noted that the industry is unlikely to see healthy profits return until computer chipmakers begin adding additional fabrication plant capacity, which he does not expect before the year 2000."

Huh? orders are half last year's level, the book-to-bill ratio has just climbed back to .84, so we need more fabs?

Can someone explain this to me? Is there or is there not a glut of fabs?



To: wlheatmoon who wrote (39899)12/18/1998 12:46:00 PM
From: Knighty Tin  Respond to of 132070
 
Mike, you know we are in fantasy land when orders at half of last year's levels rallies chip equipment stocks to new highs. <G> And a .84 book to bill, even from this shaky source, is horrible for chips. Anything less than 1.00 is a disaster.

MB


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