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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 148.32-3.3%Nov 14 9:30 AM EST
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To: Robert Douglas who wrote (10351)5/2/2002 2:34:18 PM
From: Dale Knipschield  Read Replies (1) of 10921
 
Robert,

Thanks, I understand what you're saying, but I feel that CYMI has gotten way ahead of itself and the rest of the market. The amount of industry overcapacity appears to be fairly extensive to expect CYMI to start a run in the near future. I expect that the semiconductor producers themselves will be the first beneficiaries of the next cycle, as they use their idle capacity (or that of others) to ramp up production. That should be a sweet spot for profits. When additional equipment is required, it will be the equip makers turn. Of course, I am discounting ongoing upgrading in my scenario, but I suspect that is all that is keeping the equip makers afloat right now.

Regards,

Knip
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