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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Cary Salsberg who wrote (2379)	3/24/2002 12:42:54 AM
From: Ian@SI	Read Replies (1) of 95541

Cary, I suspect that the Jim Morgan "over ripe bananas" concept will lead to more capacity being ordered than is implied by most short term forecasts. The impact of new accounting rules on BTB will have differing impacts at different points in the cycle. Now while the chip sector is in recession, technology buys delay shipments becoming revenue by several months. ONce the capacity buys resume, most, if not all, of the lag should disappear. ... until the next overcapacity / demand shortfall recurs. Ian

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