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Technology Stocks : Semi Equipment Analysis
SOXX 342.47+1.6%Jan 16 4:00 PM EST
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To: Return to Sender who wrote (774)7/10/2001 11:01:20 AM
From: Cary Salsberg  Read Replies (2) of 95738
 
Try this hypothesis. Chip companies' business turns up in 12 to 18 months, chip equipment in 18 to 24.

If Corning, Lucent, NT say 12 to 18 months, who will be buying chips?
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