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Technology Stocks : ORBKF Anyone?
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To: TEColeman who wrote (533)8/4/1998 7:39:00 AM
From: Ted The Technician  Read Replies (2) of 575
 
Sounds to me that the capacity of circuit-level assembly
and inspection equipment cannot be as easily increased as
the capacity of semiconductor equipment. The demand
for such equipment should increase as a result of higher
unit demand for the cheaper products resulting from the
Asian crisis. Since unit demand is growing faster than
capacity, ORBKF's revenues should continue to grow as
long as unit volume continues to grow.

Is this a good summary?
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