Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (3116)	5/14/2002 9:40:24 AM
From: Return to Sender	Read Replies (3) of 95546

You are right there are a lot of semiconductors in these products but they are sold by in large to individual consumers. We need a sustained business led technological recovery to show up and turn this market back into a bull. Today's retail numbers once again show the consumer is doing his part. When will businesses step up and start ordering new technology in force? That is the question. I believe it will happen late this year or early next at the latest. RtS

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