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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

-0.6%

Dec 11 4:00 PM EST

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To: Return to Sender who wrote (86375)	1/31/2021 2:19:45 PM
From: robert b furman	1 Recommendation Recommended By Return to Sender Read Replies (1) of 95572

Hi RtS, As I remember it the 1999 to early March of 2000 time period had a collapse of orders/cancellations. There was such a demand for semi equipment orders that fabs had double ordered. The equipment makers had gone balls to the wall to build and ship orders. As excess capacity was reached and quickly exceeded, order push outs happened quickly. Chip makers suddenly experienced "end user demand drop offs". This then created a cascading of all sectors. Not sure here, but the entire area was marked with the Fed jacking up interest rates after the Y2K had really pumped in cheap money as a lubricant for any fallout that changing over to 20 from 19 in the year date. That topping era was associated with a flurry of revenueless, profitless, IPO's that featured Dot.com in the name. It was an approximate 15 month final 5 wave up. It was a major long term distribution top, similar to current times, but not as euphoric at least in IPO's. IMO Bob

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