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Technology Stocks : Semi Equipment Analysis

SOXX 299.48

-4.8%

Dec 12 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (6712)	11/5/2002 1:12:31 PM
From: Alastair McIntosh	Read Replies (1) of 95579

Re: The part we are yet to see is increase in demand. But I have zero doubt that chip use will increase very significantly and soon. Even my toaster has chips in it now. Sarmad, articles like this confirm my belief that we will not soon see a large pickup in IC demand. Chips in toasters and refrigerators won't help much. informationweek.com (Thanks to Les Horowitz for finding this article.) The economy still suffers from overcapacity issues that must be resolved before capital spending shows significant growth.

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