Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

4:00 PM EST

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To: Alastair McIntosh who wrote (6624)	11/2/2002 2:55:21 PM
From: Proud_Infidel	Read Replies (1) of 95525

The worst part is that as IC sales growth peak late this year or early next year capacity utilization will be at a dismal 65 to 70%. Not exactly a growth scenario. Some people predicted capacity utilization of 100% for all of 2000 and 2001....guess what happened? When the economy and the market turns, all predictions become worthless. a smaller percentage of sales to equipment, get used to it. This represent the future Why? You back this up with no data whatsoever. Boom and busts are a part of the industry; and in case you weren't aware, we are currently at the bottom of a bust. it appears to me that another wonderful shorting opportunity is in the making. Go for it by all means!

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