Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 299.81

+2.7%

Dec 19 4:00 PM EST

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To: The Ox who wrote (3445)	6/7/2002 7:58:04 AM
From: orkrious	Read Replies (1) of 95617

What I find a bit humorous about the INTC release is that they point to lower margins. Well, duh, you just cut prices across the board on your products. that's only half the story. they've been building inventory which allowed them to spread fixed manufacturing costs into more units. Now as the real story comes out that demand sucks profits are really going to go in the sh*tter. Does anyone else now agree the sept lows are going to be broken on the equips?

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