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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 160.55-4.9%3:59 PM EST
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To: Dr. Bob who wrote (4085)12/22/1997 5:06:00 PM
From: Ian@SI  Read Replies (1) of 10921
 
A bull and a bear from SBN:

Who are we to believe: An analyst following DataQuest(ionable) or the organization of Semi Equipment Makers?

Chip gear is another story

But the semiconductor capital-equipment market could be a different story. It started softening in the last half of '97. After reports of Asia's financial troubles surfaced this fall, UBS Securities' Mark Fitzgerald lowered his projections for '98 equipment sales from 11% to zero growth. He believes the flat market will persist in '99. Dataquest's Ron Dornseif expects South Korean chip makers to trim capital spending 20% from '97 levels and the Japanese to cut their capital spending by 5% to 10%. On the plus side, he expects chip making gear sales to be flat to slightly up in Europe and up by as much as 10% in North America. These forecasts are in contrast to SEMI's, which at this point still expects 11.6% global growth in '98.
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