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Technology Stocks : Semi Equipment Analysis
SOXX 344.71-1.1%Jan 23 4:00 PM EST
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To: BMcV who wrote (22521)3/29/2005 11:22:07 PM
From: etchmeister  Read Replies (1) of 95761
 
A couple of things from CC: contract (as opposed to spot) prices down 10% this quarter. Spot business is 5-10% of total, same as usual.

Surprisingly confident and upbeat;
for sure don't get the impression DRAM market is rolling over - at least in case of Micron 06 Capex is about the same...
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