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Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%Dec 8 4:00 PM EST
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To: Cary Salsberg who wrote (5682)9/28/2002 2:08:59 PM
From: Zeev Hed  Read Replies (1) of 95536
 
Cary, you may want to look not only at the size of a market for chips, but also at each segment expected gowth rate. Take for instance consumer products and PC, my guess is that in 1990, PC were close to 70% of total chips shipment while consumer products were probably at around 12%, the growth rate may indicate (for the chip companies) which might have more than average growth ahead. Of course, if our interest is only in the semi equip sector, then looking at the boggest chunk, indeed makes a lot of sense.

Zeev
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