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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: orkrious who wrote (51400)4/15/2002 5:48:24 PM
From: t2  Read Replies (2) of 99280
 
Semi Equipment stocks are hard to figure out by just looking at the IT spending picture in the US.

This is an area where US equipment companies dominate the worldwide market. The big announcements from Taiwan foundries about higher levels of spending is going to get reflected in their outlook. NVLS seemed to indicate that there was a regional pick up in demand among the Asian countries.

As for the semiconductor stocks, I think only Intel shares the same market dominance on a worldwide scale (only 30% sales from US now). It shares brand image that is similiar to Coca Cola or Nike in other parts of the world. For that reason, I also believe that analysts are going to misjudge how well Intel does unless they get frequent updates regularly (which is the case now). This quarter may be questionable but going into year end will be interesting.

jmho
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