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Strategies & Market Trends : Zeev's Turnips - No Politics
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To: Earlie who wrote (70552)5/23/2002 12:17:40 PM
From: Pink Minion  Read Replies (2) of 99280
 
why would the semi producers rush to spend money buying new equipment to build even more product to toss into such a messy market?

There have been no capacity buys, only technology. They do it to make the product cheaper. The only question is can they really afford to buy it. I'm sure the foundries can continue spending 50-150% of their sales on equipment.

This sector was also held up because the street had to sell these guys a lot of debt. I think AMAT and KLAC are the only ones that didn't go to the till.
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