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Technology Stocks : Semi Equipment Analysis
SOXX 288.52-0.3%Nov 14 4:00 PM EST

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To: robert b furman who wrote (12106)10/20/2003 11:46:51 AM
From: TI2, TechInvestorToo  Read Replies (1) of 95420
 
In addition to less 'competitive" pressure, KLAC is making money on the "buy our tools to figure out your yield/productivity problems so you don't have to buy those other guys tools" (steppers etc)
cheers
ti2
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