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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

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Dec 5 4:00 PM EST

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To: Alastair McIntosh who wrote (6624)	11/2/2002 11:20:39 AM
From: Cary Salsberg	Read Replies (1) of 95530

RE: "...the best part of this cycles growth in chip sales is behind us." Since I missed it, please tell me when "the best part" was. RE: "We will probably see growth peak around the end of this year..." We are "around the end of this year" and most forecasts are for a flat 4th quarter with a pickup in 2003. RE: "Chip companies have declining cash flows to sales ratios." This is typical when sales fall in a downturn and probably doesn't reflect any secular trend. In fact, when sales start improving cash flows to sales will advance.

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