Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Return to Sender who wrote (1130)	9/10/2001 1:42:04 PM
From: Ian@SI	Read Replies (1) of 95530

What seems to be happening is a shift to Cu, 300mm and feature sizes under 0.15µ. Companies with appropriate leading edge products generally haven't been trashed to the same extent as others without that demonstrated potential. Perhaps the market is a little more efficient than your impression from Moneyline.

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