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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 683.00+0.2%Nov 11 4:00 PM EST

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To: Johnny Canuck who wrote (35111)11/12/2001 4:39:30 PM
From: Logain Ablar  Read Replies (1) of 67862
 
geez I dropped esst off of my watch list long ago. thanks for bringing it back to my attention.

on the lottery tickets. agree and having the long term tax rate would be nice. also the time to buy is when no one wants them (and of course they have the balance sheet to survive)

on cap ex. I would think moving to 300MM wafers would require a whole new slew of front end equipment and brks/pria & asyt should benefit. I would think cymi lasers and asml steppers could be calibrated for the larger wafers The semi blood in the streets thread is the best to ask althoug maybe amat since that has the posters now.
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