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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST

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To: The Ox who wrote (11895)9/29/2003 9:29:26 AM
From: willcousa   of 95574
 
The wireless trend has to be very interesting to corporate buyers. They shot their wad on Y2K and have also got to be thinking about when to pull the trigger on the next upgrade cycle. Making the next upgrade wireless capable should be helpful. 64 bit computing may create some hesitancy - it is always easier for large orgs. to rationalize standing pat.
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