Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

4:00 PM EST

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To: Return to Sender who wrote (1130)	9/10/2001 2:55:47 PM
From: James Calladine	Read Replies (2) of 95521

"None of the other industries can grow without it!" I can accept the fact that semiconductor companies and foundries are reliant on semi equipment to make their products. HOWEVER, in the present situation of very well documented UNDERUTILIZATION of foundry capacity, there is not much doubt that semi companies can grow substantially (from present levels) simply by using this present capacity. Yes, some products may require new technology in order to be made economically, but there is not much evidence to suggest a rush to retool (at least at this point). Namaste! Jim

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