Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 296.74

+1.8%

Nov 28 4:00 PM EST

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To: The Ox who wrote (86547)	3/4/2021 10:54:01 AM
From: robert b furman	4 Recommendations Read Replies (1) of 95487

Hi Ox, Having walked this road before, I get nervous when an analyst states business is good for the next 3-5 years. It seems that when every country wants their own plant.they then want market share dominance and that spells excess capacity for the next several years as bankruptcies weed out the least efficient. South Korea memory dominance all over again. I wonder who ensures the lessons learned on past rational capital allocation is followed as China wants to dominate in global chip building. Surely they wouldn't expect to subsidize their global dominance!? I suspect what goes up, will also go down. Good thing it won't happen for the next 3-5 years! <smile> Gulp Bob

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