SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : The New Economy and its Winners
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: stockman_scott who wrote (11708)5/22/2002 5:29:16 PM
From: Bill Harmond  Read Replies (2) of 57684
 
I don't know about you, but I'm beginning to think we can write off a rally in tech before 6/30:

16:42 ET Semi equipment stocks lower on Intel capex talk
Street sources telling us that a Morgan Stanley analyst did comment that Intel's capital spending could be flat to down 15% in 2003 due to capital efficiencies resulting from the transition to 300mm from 200mm; he mentions that Intel hinted at this at its April 25 analyst meeting (Lehman's Dan Niles noted the possible 2003 capex implications at that time). With this forecast in mind, the analyst worries about high valuations in the semi equipment sector, poor end market visibility, and sector rotation risk. Semi equipment names down after hours: NVLS -1.07, KLAC -0.73, AMAT -0.16.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News