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Strategies & Market Trends : Galapagos Islands
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To: 2MAR$ who wrote (39404)5/13/2003 7:53:30 AM
From: Techplayer   of 57110
 
SNDK sales have been good. ALTR, LLTC and XLNX have been up year over year. The semi equipment makers are another story. NVLS was the strong one in that group until the last report. I am not expecting anything good from AMAT. The chip companies have been able to slash and burn their Capex while still marginally improving their performance over the past quarter or 2. NVLS was also the first that I can remember that highlighted SARS as a major concern.

DELL has been on a tear. I read something yesterday where DELL is expected to slightly increase revenue above 9.5 billion and will have little good to say about the market in general. DELL is likely to be getting most of their increased sales at the expense of competition... all imo, of course..
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