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 288.52

-0.3%

Nov 14 4:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Gottfried who wrote (12311)	11/3/2003 11:58:01 AM
From: Donald Wennerstrom	Read Replies (5) of 95420

<<Chip makers better order some equipment>> home.comcast.net Well, that's the question isn't it? But maybe they don't have to order more equipment - after all, the chipmakers produced 14.4B in September without any more equipment. Who knows how much more they can produce without adding more equipment? INTC probably has plenty of capacity left without adding more equipment - they are not planning to add much, if any more, equipment next year than they did this year. The picture is still murky. You may be "flatlining" that Bookings line on your chart for quite awhile yet.;-) Don

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next