Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Return to Sender who wrote (9741)	5/9/2003 12:38:13 PM
From: The Ox	Read Replies (1) of 95640

I think the longer equipment orders "bottom", the more likely the next up cycle in the industry will be healthier for those businesses who have not only survived but have used the downturn to become more efficient companies. Similarly, it should bode well for Cary's big eight, as they will not only have survived but they have the leading edge technology that will (continue to) be in the high demand segment of the industry. One should expect a few "false starts" by the market as this bottoming process continues. As long as orders are slow (but picking up), these stocks should do fine. It would take another drop in demand for the rug to be pulled out from under the sector, imo. This is also another reason why I think it's wise to keep the bullish bias on the semis. mh

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