Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (7587)	1/19/1999 2:01:00 PM
From: Katherine Derbyshire	Read Replies (2) \| Respond to of 10921

The forecasts I've seen place the next downturn in 2002 or 2003, when 300mm fabs come online and create overcapacity again. But these are the same guys who were optimistic about 1998.... The big story, which I don't have time to go into in much detail now, is that industry dynamics are changing. Consumer markets are having a much more dramatic impact on chip sales than they used to. That puts a premium on cycle time over technology, and makes forecasting much more difficult. Katherine