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Technology Stocks : Semi Equipment Analysis
SOXX 309.40+1.0%Dec 5 4:00 PM EST

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To: Gottfried who wrote (1097)9/4/2001 7:19:20 PM
From: Donald Wennerstrom  Read Replies (2) of 95530
 
Gottfried,

Wow!! The shipments are still dropping "like a rock"!! If it continues to drop at the same rate for the next 3 months, the shipments will be close to "0". A person would think that something is going to have to "give" pretty soon! Four more months at that rate of reduction is sure to give a negative shipment number. Are the companies prepared to take equipment back?<gg>

Don
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