Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (4643)	8/6/2002 2:02:31 AM
From: scott_jiminez	Read Replies (4) of 95530

Perhaps I will earn the reigning seat of most ignored posters for this repeated sentiment but it is my impression that market makers have nothing whatsoever to do with the current slide in the equipment stocks. The collapse in the sector is a very direct response to horrible - and deteriorating - market conditions. My impression is that subsequent to a decade of unbridled demand for increasingly powerful cpu processing capacity, a ceiling has been reached and simply maintaining (not growing) this IC load does not justify the size of most sectors of the semiconductor industry. Similar to your comment on market makers, this is simply an impression (based on a quite a few articles however) and may be far off the mark.

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