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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: willcousa who wrote (44956)8/6/2009 8:51:38 PM
From: cluka  Read Replies (1) of 95563
 
It means more efficiency for those that are left standing and less demand and lower margins for equipment makers.

But that is also cyclical, as soon as device manufacturers start making good returns there will be new players trying to enter.

Near term will be tough for equipment guys and there will have to be consolidation. Balance sheets of all equipment makers took a hit in this downturn and are not as strong as we would like to believe.
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