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Technology Stocks : Semi Equipment-Sell when they're singing in the streets
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To: Pink Minion who wrote (148)5/29/2000 9:54:00 PM
From: Ian@SI  Read Replies (1) of 276
 
It means the customers aren't getting their products fast enough.

Nice theory. Great description of the past. But for it to be true at this time would mean that every CEO of every Chip Equipment company I follow has explicitly lied in their earnings conference calls. ... which would make them subject to litigation.

Or should we believe that you know more about customer delivery requests than the CEOs of the leading equipment companies.

Pardon me if I'll believe them this time.
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