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Technology Stocks : Semi Equipment Analysis
SOXX 276.98-2.3%Nov 18 4:00 PM EST
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To: Gottfried who wrote (899)8/1/2001 8:40:00 PM
From: Will Lyons  Read Replies (1) of 95432
 
Excess capacity may bring capex for expansion to a standstill but investment for new technology
could be continued for several reasons:

1 cut costs
2 improove product to gain market share

If new technology emerges then investment must be made in order to keep up

An example: Today GGNS announced that their B to B
ratio is 1.1 They are shipping ALD equiipment
and gaining customers who are adopting
the technology.
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