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Technology Stocks : ASML Holding NV
ASML 1,056+1.9%3:59 PM EST
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To: Proud_Infidel who wrote (1167)7/26/2006 12:29:31 PM
From: etchmeister  Read Replies (1) of 42736
 
My particular issue goes a little further, though. Namely, that I think the semiconductor space has gotten even harder to forecast. It seems to me that lead times and inventory levels have continued to get shorter and shorter, leading me to think that nobody has as good an idea about what the next quarter will look like, let alone the next year, as in prior cycles.

let's assume you order multi million $ piece of equipment:
what would yo prefer?
A shorter or a longer leadtime?
Obviously a shorter leadtime allows you to time your purchase and consequently the risk of cancelation should be reduced
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