Zeev's Turnips - No Politics Message Board

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Strategies & Market Trends : Zeev's Turnips - No Politics

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To: Smart_Money who wrote (51490)	4/15/2002 10:05:23 PM
From: Zeev Hed	Read Replies (1) of 99280

Actually, I do, the most recent bookings rates for all semi-equip manufacturers was hovering around $750 MM monthly, that is barely enough to cover maintenance contracts on existing equipment (I guesstimate that to be about $400 to $500 MM monthly), so the industry has bought almost no equipment (the balance of about $300 MM/month is almost exclusively accounted for by INTC), it is time for them to start and put some money in wafer fabs again. It will not get to the crazy level of $2 B plus it was during the heydays of April 2000, but it will create "enthusiasm". Zeev

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