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Technology Stocks : Semi Equipment Analysis
SOXX 296.92+0.1%4:00 PM EST
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To: Donald Wennerstrom who wrote (10438)7/7/2003 11:30:38 AM
From: willcousa  Read Replies (2) of 95500
 
The last buying surge was primarily from intel who added a lot of capacity at the leading edge - for two years they spent some billions above their norm. Assuming intel has enough capacity for the forseeable future - how much can the rest of the industry buy? Are they capable of buying? It looks to me like only the two big foundries would need to spend much on capacity.
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