SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: edward miller who wrote (7615)9/4/1998 10:09:00 PM
From: Math Junkie  Read Replies (1) of 42834
 
"Shouldn't companies like LSI, VLSI, MU, NSM, AMD and IDTI show some improvement BEFORE the likes of AMAT, UTEK and LRCX come back to life?"

Actually, they'll probably happen together. When semiconductor bookings improve, semiconductor equipment stocks improve. That pattern goes back many years.

By way of confirmation, this week I had the opportunity to ask the CFO of a semiconductor equipment company when the stocks were going to recover, and he said, without hesitation, "When end-user demand recovers."
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News