Semi Equipment Analysis Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi Equipment Analysis

SOXX 296.20

-0.6%

Dec 16 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Donald Wennerstrom who wrote (11683)	9/20/2003 8:52:37 AM
From: michael97123	Read Replies (1) of 95587

Don, I remember(or at least think i do) from the last cycle that chips lead and semis along with software and job creation for that matter rise on the second leg. I remember amat moving up to the 80s(now 40s) while intc already had peaked back in 2000. At some point perhaps after that assured 10% run in chips, would it become a good time to shift from chips to equips. IF we believe this recovery to be for real, new technology demands new equipment but that follows chip recovery. Again same with jobs and same with software installations(eg oracle). Your thoughts! mike

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next