Semi Equipment Analysis Message Board

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 Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (10370)	7/2/2003 11:12:50 AM
From: Kirk ©	of 95530

Their prediction seems to be that INTC is going to do rather well while the rest of the "chip industry" will "decelerate". Maybe today's "semi stock price" action is a precursor to this summer - starting out quite strong, but then fading as the day progresses. Intel has made a HUGE investment in CapX and new business (wireless and fiber optics) with their cash while the market has been in a bear. I believe they will start to see returns from this investment with any recovery as their cost structure from larger wafers should take business from others. This should spur more CapX sales... but we shall see. Kirk

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next