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Technology Stocks : Semi Equipment Analysis
SOXX 345.64-2.0%4:00 PM EST
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To: Cary Salsberg who wrote (681)6/13/2001 4:57:21 PM
From: w0z  Read Replies (2) of 95838
 
If "fabrication equipment" is defined as the tools sold by front and back end semi-equip companies, EMS companies do NOT supply their own because they do NOT use any.

Not exactly true Cary...test companies like TER, A, LTXX, etc. all have EMS companies as major customers. When I was at HP, companies like Solectron, SCI, etc. were some of our largest customers for board testers.
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