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Technology Stocks : Semi Equipment Analysis

SOXX 291.39

+2.8%

Nov 26 4:00 PM EST

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To: Proud_Infidel who wrote (6290)	10/18/2002 8:06:02 PM
From: Sarmad Y. Hermiz	Read Replies (2) of 95480

>> It would be interesting to chart layoffs on top of your AMAT charts...... Brian, I recall from 1998, that when AMAT finally had a layoff of engineers, immediately after that the upturn in orders began, and they scrambled to rebuild their staff. So this time they avoided layoffs as long as possible. But as many people have said, reasonable profitability will not return until costs are cut. And that means staff reduction. Sarmad

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