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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: Sarmad Y. Hermiz who wrote (10174)6/18/2003 1:16:11 AM
From: advocatedevil  Read Replies (3) of 95530
 
Sarmad, I recently read somewhere that the ratio of capex spending to chip revs last year was something like the lowest it's been in 20 years. It would appear that when coupled with increasing chip sales and the need to keep up with the latest SCE technologies, equipment bookings are due to increase soon. How much and how quickly and what expectations are already priced in are the perpetual questions.

AdvocateDevil
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