Semi Equipment-Sell when they're singing in the streets Message Board

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Technology Stocks : Semi Equipment-Sell when they're singing in the streets

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To: Math Junkie who wrote (114)	5/25/2000 11:47:00 PM
From: Demosthenes	Read Replies (1) of 276

Richard, <<With AMAT currently down 20% from its closing high and having set up a pattern of lower highs and lower lows in the past two months, perhaps the market is now forecasting a slowdown in future bookings.>> Have you noticed that the Naz had corrected over 35% lately? Are you aware of the number of fabs that are being built now that will need to filled with equipment? Have you listened to any of the Q1 CC's from any of the leading equip companies? Do you know what capacity constraints have been created from years of underspending on equipment? Can you understand what 300mm being part of this current cycle means? Richard, wake up and at least mention--if you don't consider--some of these factors--all of which are as important or more so than AMAT correcting along with the rest of the NAZ. HELLO? D

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