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Technology Stocks : Semi Equipment Analysis
SOXX 303.84+1.3%Dec 22 4:00 PM EST
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To: Donald Wennerstrom who wrote (31358)7/10/2006 8:41:21 PM
From: etchmeister   of 95622
 
the equipment market will grow 18 percent to $38.8 billion in 2006. Survey respondents see the market remaining flat in 2007 and resuming double-digit growth over the following year to reach $44.1 billion in 2008.

This would look very different compared prior to Y2K.
For almost five years global IC sales deviated from the typical boom and bust cycle prior to Y2K;
it would make sense that capex would start following a similar pattern.
I also noticed the financial (chip equipment) community is somewhat quiet - very little fretting about "the cycle peaked" lately.

us.f13.yahoofs.com
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