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Technology Stocks : Semi Equipment Analysis
SOXX 285.23-3.7%Dec 17 4:00 PM EST
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To: Donald Wennerstrom who wrote (5708)9/29/2002 11:39:56 AM
From: Alastair McIntosh  Read Replies (1) of 95596
 
Donald, I don't think that you can make this assumption:

- over a period of time, chip equipment sales(both number of chips and/or dollar value) should have a direct "correlation" with semi-equip sales

The opposite is more likely to be true. 300 mm and shrinking line widths mean that incremental production comes at increasingly lower capital requirements. Your assumption was true for a while but will probably not be true in the future.
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