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Technology Stocks : Semi Equipment Analysis
SOXX 306.040.0%Dec 26 4:00 PM EST
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To: Return to Sender who wrote (9738)5/9/2003 10:01:52 AM
From: Cary Salsberg  Read Replies (1) of 95640
 
RE: "Chip makers spend cautiously; first for the immediate needs, then on intermediate needs, followed by long-range needs."

RE: "The intermediate needs are firming with continued spending cited by flat sequential order outlook in the June quarter from Lam Research Corp. and KLA-Tencor Inc."

RE: "The long-range spending will be dependent on a definitively firmer macro-environment in order for chipmakers to step up to more sizable investments on $12-to-$15 million steppers and subsequently the laser components."

I understand that wafers, photomasks, and process materials are "immediate," but I don't understand the "intermediate" and "long range" distinction between etch, CMP, and metrology of LRCX and KLAC and lithography tools. Since lithography tools have the longest lead times and they are needed on a production line, I would think a pickup in lithography tool orders would precede a pickup in other front end process tool orders. Any comments?
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