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Technology Stocks : Semi Equipment Analysis
SOXX 318.06+1.4%Jan 5 4:00 PM EST
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To: Kirk © who wrote (5771)10/1/2002 10:16:05 AM
From: robert b furman  Read Replies (2) of 95675
 
HI Kirk,

Their rep was on CNBC this A.M..

He said high technology aps were 85-90% utilized and lower tech was 70% utilized.

Chip prices are showing firming - even in microprocessor and DRAM.With seasonal build up all chips will get better pricing in Q4 and 03 - 04 will be even more of the same.

Of course this borders on close to a communist post - so I'll just shut up and go hit the bong again.

Bob
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