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Technology Stocks : SEMI Sweets and Chocolate Chips
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To: 2MAR$ who wrote ()5/23/2000 9:34:00 AM
From: Jack Hartmann   of 38
 
08:11 ET Semiconductor Equipment : ABN AMRO says they still see upside in the semi
equipment stocks, arguing that the peak of the cycle is still a good year away even though
the stock market discounts a slowing of order momentum a good 6 months ahead. An
increasingly prosperous semiconductor industry in CY2000 will drive increasing equipment
demand in CY2001; the 6 top spenders on equipment are accounting for above trend 55%
of incremental spending in CY2000, a DRAM shortage in 2HCY2000 should result in
more aggressive spending in CY2001.
from briefing.com.
**********
A little more positive view.
Jack
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