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


To: Claude who wrote (27348)12/21/1998 9:45:00 PM
From: Math Junkie  Read Replies (1) | Respond to of 70976
 
<<What if we don't see a huge upturn but a much more gradual one - haven't the semis gotten ahead of themselves here?>>

Then we'll have to wait longer before taking our profits. However I kind of doubt that the boom-bust cycle has been broken, because I believe the fundamental factor which drives it is the time lag in getting new fabs up and running, whereas changes in end-user demand happen relatively quickly.