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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: Gottfried who wrote (12923)1/5/2004 3:01:04 PM
From: robert b furman   of 95567
 
HI G,

Thanks,

Few people understand how much patience is represented by the at long multi-year tail.

It is getting very exciting as margins return on a plethora of new enabling devices.

To the degree that new device permeate more peoples lives - this "shortage "scenario will have legs as long as the Capex is pushed out.

I for one would not be surprised to see a prolonged buildout - become more intentionally stretched out in time.

With fewer players out there than ever - it becomes more of a Cartel like supply of Semi Equipment.

If Amat just doesn't add shifts and mangaes deliveries it could be a nice long cycle.

Guess I'm dreaming.GG

Bob
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