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: Zeev Hed who wrote (124)	5/31/2000 10:29:00 AM
From: Katherine Derbyshire	of 276

As I've said before, I don't invest in the equipment sector, so I don't have an opinion on whether the stock price high for the cycle has been reached. But I don't think we're anywhere close to peak sales or peak earnings. Regarding the slight drop in B2B, I think it's very positive . Falling B2B while orders remain strong means that equipment companies are ramping up to meet the demand, reducing the risk that long lead times will strangle chip company expansion. Katherine

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