Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 312.18

-0.2%

Dec 9 4:00 PM EST

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To: Return to Sender who wrote (9473)	4/17/2003 3:31:17 PM
From: Cary Salsberg	Read Replies (2) of 95546

I didn't post this Monday,when I heard it, because it is anecdotal and hearsay, but I am prompted to do so by all the shorting and certainty that this rally will end soon. A reliable source told me that his sources told him that fab lead times have increased from 6 weeks to 9 weeks. I am not certain which fabs are being referred to or which products are involved. Next time, I will plan to post the information and request more details. I will email my source, now, and add any further details.

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