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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%4:00 PM EST

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To: Jacob Snyder who wrote (43156)1/31/2009 12:29:52 PM
From: Donald Wennerstrom1 Recommendation  Read Replies (1) of 95611
 
One of the statements that caught my eye was,

<<Purchases of capital equipment by our customers have gone below maintenance or replacement levels.>>

This kind of environment obviously can't go on forever. At some point the procurement cycle will turn back on and the "pop" to bring back the maintenance and replacement part of the needs in addition to the new requirements ought to really help to increase revenue and earnings quickly.

Don
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