JAPAN-Nikkei-Time to go back up? Message Board

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Strategies & Market Trends : JAPAN-Nikkei-Time to go back up?

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To: Julius Wong who wrote (3547)	11/3/2003 10:54:19 PM
From: Crossy	Read Replies (1) of 3902

Julius, my reservation with the 3 firms you cited is that they are not really EQUIPMENT plays but TESTING SERVICES plays. This market has tiny margins and has all the characteristics of service industries that you may or may not like.. I would like REAL EQUIPMENT makers to invest like AMAT, LRCX, JP:6951, Tokyo Electron, VECO etc.. Those have 30-60% gross margins not the single digits typical for testing and packaging services.

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