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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: robert b furman who wrote (3453)	6/7/2002 11:37:39 AM
From: The Ox	Read Replies (1) of 95617

During tough times, companies will use economics to put a cap on and gauge spending. Often this means that they won't buy the state-of-the-art, latest and greatest product available, but they will purchase products that will allow them to contain costs and still efficiently "do the job". Unless you absolutely need the horsepower from the newest offerings from INTC or AMD - and can afford the premium - then you will most likely purchase the less expensive alternative. We are seeing this in the telecom industry and to some extent in the PC/computing arena. For example in telecom - if you can provide 4/OC-192 "lines" for less money then 1/OC-768 then that's what the customer is going to buy. In the current economic environment, they are not going to pay a premium just to pound their chest that they've got the most advanced product offering available. They are going to be frugal, justify their cost structure and improve the bottom line. I think we are still in the wake of the spending drought but that the worst has been seen. Obviously, ork and others believe that the worst is still in front of us. Time will tell which view of the industry was more accurate.

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