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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: Ian@SI who wrote (2380)3/24/2002 6:22:37 PM
From: Cary Salsberg  Read Replies (1) of 95541
 
Ian,

I understand your distinction between "capacity" and "technology" buys and their effect on revenue recognition and I, generally, agree. In many cases, "technology" buys are "capacity" buys, 300mm, line shrinks, so the degree of lag disappearance is somewhat uncertain.
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