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Politics : High Tolerance Plasticity

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To: cnyndwllr who wrote (10167)	11/2/2001 10:16:10 AM
From: Gottfried	Read Replies (1) of 23153

Ed, re >won't the chip sellers have to see some certainty before they start adding and modernizing equipment< I think most guess at future capacity needed because it takes time to build or revamp fabs. See Intel's record cap expenditures of $7.5B in 2001. Also, in the 2 past cycles semi equipment stock prices rose and never looked back after SEMI equipment orders reversed up. suite101.com Chip sales and SEMI equipment orders [which drive equip stock prices] reversed nearly simultaneously in the past. suite101.com You can wait for CLEAR signs and buy equips higher and still double your investment, though. Gottfried

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