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Technology Stocks : Semi Equipment Analysis

SOXX 298.01

-0.5%

Dec 15 4:00 PM EST

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To: Ian@SI who wrote (48602)	7/20/2010 11:13:06 PM
From: Jacob Snyder	1 Recommendation Read Replies (2) of 95579

That's the question. Is today's high bookings number a result of past underinvestment, or a sign of future overinvestment? Look at slides 16-26 of ASML's 2Q10 presentation: asml.com Looks to me, there has been very little capacity additions yet, in DRAM, NAND. Logic/MPU has been reducing capacity since 2005 (slide 24). With semi revenues at record highs, looks to me like capacity additions are needed.

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