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Semi-Equips - Buy when BLOOD is running in the streets!
An SI Board Since June 1996
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Emcee:  Cary Salsberg Type:  Unmoderated
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9696Bill, inventory concerns from a poster who supplies ECMs. [check his profile] MeGottfried-4/13/2001
9695<i>Up to a point... to the best of my knowledge, the computers aren't w0z-4/13/2001
9694>>Human decision makers aren't involved anymore...MRP systems are linkKatherine Derbyshire-4/13/2001
9693<i>Intel knows, in near real-time, what end-demand for their products is. w0z-4/13/2001
9692Unfortunately, I don't have good data on the number of new fabs, either lastKatherine Derbyshire-4/13/2001
9691N, good point. ><i>BTB figures reported by SEMI will be affected by theGottfried-4/12/2001
9690John, The lag between ship and recognition only applies where customer acceptIan@SI-4/12/2001
9689Jacob, Isn't INTC the exception that proves the rule? Building $2B-$3B fabIan@SI-4/12/2001
9688Does anybody know if BTB figures reported by SEMI will be affected by the new acQ.-4/12/2001
9687OK, then how do you explain Intel's actions? Intel knows, in near real-time,Jacob Snyder-4/12/2001
9686<i>operative word is "probably."</i> Definitely agree. &Ian@SI-4/12/2001
9685<i>Getting to trough bookings in 3 months isn't what has happened in ow0z-4/12/2001
9684re; "this time, however, orders at Lam have gone from peak to trough bookinJacob Snyder-4/12/2001
9683RE: "Anybody who can throw a dart at a list of leading chip or chip equipmeCary Salsberg-4/12/2001
9682Ian, you're saying that AMAT or NVLS will be $100-150/sh within 2 years? OfWTSherman-4/12/2001
9681I was in almost complete agreement with your last post until the part about moreIan@SI-4/12/2001
9680Ian, I wouldn't argue too strenuously with you about that. My main point waWTSherman-4/12/2001
9679Bill, My guess is that you're wrong! ;^) Problems started when the Fed stIan@SI-4/12/2001
9678Contrary to the BS that alot of pro business economists are spouting, this is a WTSherman-4/12/2001
9677Katherine, <i>I disagree. Technology buys alone don't give you 80+% gProud_Infidel-4/12/2001
9676>>Last years purchases were primarily technology buys,<< I disagreeKatherine Derbyshire-4/12/2001
9675<i>So the world economy consists of nothing but Greenspan? </i> WhProud_Infidel-4/12/2001
9674FWIW, I hate to say it but I believe JJ's call was a good one. By the timeProud_Infidel-4/12/2001
9673re. <<a falloff in end user demand(because of an overzealous Alan GreenspaQ.-4/12/2001
9672<i>? If cycles are shorter on the downside it is likely they will also be Proud_Infidel-4/12/2001
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