Semi Equipment Analysis Message Board

STOCKTALK

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.

Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Alastair McIntosh who wrote (3227)	5/23/2002 1:53:35 PM
From: Return to Sender	Read Replies (2) of 95617

From Briefing.com: Piper Jaffray cautious on semi equipment, Novellus We are hearing that USB Piper Jaffray is out with a cautious call on the semi equipment sector; supplier contacts saying that Dec qtr shipments are tracking flat with Sept for deposition and edge equipment, yet the Street expects growth of 10-15%; says AMAT will be impacted, but is most cautious on NVLS, which firm believes is expensive and losing share to AMAT (NVLS gives mid-qtr update next Tues). Notes like this one call into question the size of the market itself. I am in complete agreement with the point of view you stated. However once another short term bottom is in the market will rally again in hopes that a recovery is coming. RtS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next