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Technology Stocks : Semi Equipment Analysis

SOXX 268.10

-4.8%

Nov 20 4:00 PM EST

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To: Donald Wennerstrom who wrote (2890)	4/24/2002 9:36:19 PM
From: Ian@SI	Read Replies (1) of 95450

Perhaps, the institutions haven't seen Semico's Inflection Point analysis... siliconstrategies.com To see the charts and the analysis, one should click on the above link. Otherwise, the conclusions follow... ++++++++++++++++ ... By applying the Semico IPI, we can forecast the next industry inflection point. In August 2001, the inflection point indicator began to improve and turned positive in October. The market hit bottom during this time. Applying the IPI model in which the rate of change is an indicator of long-term sales, Semico forecasts the worldwide semiconductor market to show positive growth in 2002. We expect worldwide revenue shipments to reach $163.3 billion, a 17.5% increase. The foundries have been one of the first to enjoy an uptick in demand. The major dedicated foundries are already reporting higher capacity utilization rates and expected increases in capital expenditures. Semico has had one of the more optimistic forecasts for 2002 and we are sticking by it. The foundries should experience almost 40% growth in wafer demand in 2002.

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