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Technology Stocks : Varian Semiconductor Equipment Associates -- VSEA
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To: BMcV who wrote (1140)10/30/2000 4:35:33 PM
From: Proud_Infidel   of 1929
 
Bruce,

<i., but what happened to the shortfall of new fab construction that Dauvin is talking about?

There has been a bottleneck in some areas, namely optical parts for photolithography, hampering the growth of many cos. but probably extending the cycle futher out.

And doesn't the time lag imply that demand for machines should be strong for a couple of years?


This is the EXACT point I am trying to make to all of the naysayers out there. Building a fab and having production come online is not akin to turning on a faucet. These cos. should have stekllar earnings well into '03 barring any economic malaise.

Brian
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