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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: MrGreenJeans who wrote (11782)9/23/2003 8:49:08 AM
From: robert b furman   of 95531
 
Hi MGJ,

Right,especially when combined with record low inventory to sales ratio's.

Any uptick will be immediately felt with inventory levels requiring immediate replentishment.The uptick most likely would be felt up the entire food chain from wholesale (resource provider) through the retail organization.

It is not guaranteed ,but the set up for revenue upticks coupled with higher percentage net profit growth is nicely in place.

JMHO

Bob
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