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 : Zeev's Turnips - No Politics
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: john722 who wrote (71553)5/25/2002 10:46:15 PM
From: Zeev Hed  Read Replies (3) of 99280
 
John, at the puny rate of $750 MM/month in bookings over the last six month, I would not be surprised if $400 MM were services and the rest INTC and some Taiwanese orders. That should leave pent up demand in that sector, only awaiting better profits with which to buy equipment, but with INTC going from a rate of $7.5 B annually last year, at a now rumored $4.5 B in capex, who knows, the semi-equip might have another quarter or more before things look a little better.

Zeev
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News