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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: Julius Wong who wrote (93144)10/15/2024 8:41:24 PM
From: Kirk ©1 Recommendation

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I wonder what people thought would happen to orders after Intel said it was delaying building two plants in the EU?
ASML's third quarter bookings fell 53% quarter-over-quarter to €2.63B, compared to Bloomberg consensus estimate of €5.39B, the report added, citing numbers published on the company's website ahead of its release.

But if this spreads to other companies delaying purchasing capital equipment... we'll be glad we took profits near the top but kicking ourselves for not taking more.

Some things never change with this sector... other than "the stories" which is AI this cycle.

BTW, thanks for pasting over the SA articles so we can read them.
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