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

To: Gottfried who wrote (30119)	5/13/1999 10:35:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 70976

So. What's your point? LOL Seriously, the DD makers (SEG, QNTM, WDC, etc) are in a near commodity business with excess capacity that shows little sign of abating any time soon. Once that capacity problem is resolved, they will again do very well. EMC, HDS are producing value added storage systems rather than commodity product. On the other hand, the over capacity problem may very well be behind the chip industry for the most part. ... though the DRAM guys keep improving their productivity faster than customer demand growth. Sooner or later they'll run out of tricks and need to start building fabs again. This is already happening in Korea. I think Klaus's comparison is reasonably fair. JMHO, Ian.