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Technology Stocks : Semi Equipment Analysis
SOXX 309.36+2.2%Dec 3 4:00 PM EST
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To: zonder who wrote (7294)11/28/2002 12:33:26 PM
From: willcousa   of 95520
 
I will pass on my concern for the next year in tech equipment and that is that intel is the big end user and they have put into place a tremendous amount of capacity. It is not clear to me at all that they will be back in the equipment market at past levels anytime soon. Other end users seem to be having to team to afford the new technologies. Disclosure: Long amat, nvls, klic, klac, dpmi with covered calls outstanding on most of holdings.
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