Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (379)	3/14/2001 7:53:22 PM
From: Shoibal Datta	Read Replies (1) of 95640

Don, one thing that doesn't quite smell right to me is the following - if the semi-equips have bottomed in December '00 for this cycle, what has historically been the latest time by which evidence for a recovery should be seen? If memory serves me right, the semis bottomed 6 mos. earlier in the last downturn (or 2 quarters). I don't see a recovery in the next two months. I'd be happy to see one by October. P.S. Asyst hung on pretty well today.

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