Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 302.84

+2.0%

Dec 2 4:00 PM EST

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To: Alastair McIntosh who wrote (4386)	7/28/2002 8:59:33 PM
From: Gottfried	Read Replies (1) of 95515

Alastair, >lower % of chip sale revenues needed for equipment<. I don't see that yet [up to June] home.attbi.com The low was 5% and now it's 10% - similar to previous cycles. Gottfried

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