SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Donald Wennerstrom who wrote (5735)9/29/2002 9:39:40 PM
From: Pink Minion   of 95572
 
The high correlation implies that if semiconductor shipments continue to hold steady, or rise in the future, the semi-equip bookings will do the same.

That really shouldn't be a great revelation. You have to make the money (sales) to pay for the equipment. Unless your dram, then you borrow the money or sell stock. This is the MAIN bullish point I see for the industry - those days of overspending are over. The "pay to play" motto doesn't mean "borrow, pay, play, go bankrupt".
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News