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Technology Stocks : Semi Equipment Analysis
SOXX 296.20-0.6%4:00 PM EST

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To: Return to Sender who wrote (6723)11/5/2002 2:07:16 PM
From: Gottfried  Read Replies (1) of 95581
 
RtS, briefing said >Demand for chips will not rebound as it usually does.< Chip sales have already gone from a bottom of $10B to $12B and the trend is up home.attbi.com

But chip makers allotting a smaller percentage of sales to equipment is a disturbing sign - not yet a trend though [two months]. home.attbi.com

Gottfried
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