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Technology Stocks : Semi Equipment Analysis

SOXX 313.69

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Jan 2 4:00 PM EST

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From: Woody_Nickels	6/13/2009 10:16:50 PM
	3 Recommendations of 95663

Was this previously posted? excerpt: <<SEMI announces the release of its latest issue of the World Fab Forecast. It’s no surprise that 2009 is an awful year for fab investment activity. Spending on fab construction projects has declined quarterly since 2008 and, on a year-over-year basis, is expected to fall by 56% in 2009. At less than $2 billion, fab construction spending in 2009 will be at the lowest level in the past ten years. Spending on equipping facilities (R&Ds, pilot and volume fabs) is expected to decline by 50% in 2009. When Will Conditions Improve? The latest data from SEMI’s World Fab Forecast, taken quarter by quarter, shows some increase in investment for both fab construction projects and fab equipping in the 2nd half of 2009, with the trend continuing into 2010. For 2010, investments in fab construction projects are expected to nearly double and spending on equipping fabs may increase by about 90%, year over year, off the extremely low levels expected this year.>> semi.org A good read, with charts. Woody

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