Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 306.14

+0.4%

Dec 24 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (2505)	3/29/2002 9:00:27 PM
From: Return to Sender	Read Replies (1) of 95632

Why do semi equips outperfrom early in a cycle? Predictability. Don, I think perhaps it is because in order to lower cost of production and increase profitability semiconductor companies must order new capital equipment early in a cyclical recovery. Consider Intel's new P-4 processor: marketwatch.com The latest P4 chips available next week will be made using 200mm wafers, but in a month the P4 2.4 GHz is expected to be made from 300mm wafers. Also, the chips are made using 0.13 micron technology. The 300mm wafers combined with the processing technology at 0.13 microns results in lower costs and higher performance. As the recovery kicks in companies order new equipment due to increased demand and higher profits. Just like TSM I believe INTC and MU among others will soon up their capex expectations. It seem fairly dependable that the semi equips will run higher first. This may be the reason but if not then I guess dumb money piled on dumb money? I trust you had a great trip? Glad to have you back. Thank for the tables which we are now burying again. So... when are you starting your web site? <ggg> RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next