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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Cary Salsberg who wrote (7304)	11/29/2002 4:30:12 AM
From: zonder	Read Replies (1) of 95530

Re Higher demand" will come from new advanced products based on new advanced technology Do you have one in mind or are we talking about technologies yet to be invented? "higher demand" will require a quick ramp of advanced production capacity and a quick order increase followed by quick delivery. The question is "when". Six months? One year?

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