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: Proud_Infidel who wrote (3476)	6/10/2002 9:00:26 PM
From: orkrious	Read Replies (1) of 95616

Well, here's what Fred Hickey said in his latest High Tech Strategist which came out right before INTC last week. "Intel is in trouble in the quarter, as is AMD. Even the Taiwanese foundries have been affected. I have reports that both UMC and Taiwan Semiconductor have both recently begun to experience a slowdown in orders...It appears that the big surge in orders to semiconductor equipment suppliers in Q1 will not be sustained. I've heard that major customers like the Taiwanese foundry companies and Texas Instruments placed the majority of their full-year cap ex orders in Q1, to ensure their place in cue, knowing there's no penalty for cancellations. I've been told that one foundry placed all their 2002 orders in Q1. Both AMAT and NVLS were recently reticent to comment on the sustainability of order rates in the second half...

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