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Strategies & Market Trends : Classic TA Workplace

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To: Shack who started this subject	11/21/2002 9:28:17 AM
From: Teri Garner	Read Replies (1) of 209892

20 ET BofA would not chase semi equipment rally Banc of America says that sharp declines in chipmakers' profitability due to excess capacity and a collapse in pricing suggests a slow recovery in capex investments; believes the trajectory and size of the semi equipment industry recovery will fall short of the cycles in the 1990s, and the current rally seems to be discounting much of the potential good news of the next several years; firm does not advocate chasing the current rally.

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