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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Woody_Nickels who wrote (7966)	7/7/1999 10:26:00 AM
From: Ian@SI	Respond to of 10921

I'm just trying to determine the extent and duration of the current trends. Aren't we all? :-) If your question is specific to the Equipment sector, then there's 2 key drivers of growth for those companies. 1. Technology 2. Capacity. Technology drivers permit chipmakers to improve their productivity and / or do things that they simply couldn't do before the enabling technology existed. Revenue is generated for the equipment makers supplying that enabling technology. Capacity drivers cause chipmakers to buy more equipment because they have to process more wafers to satisfy demand. If the current round of technology buys which are taking the leading edge to 0.18µ and below, Cu, CMP, PSM overlaps with the 300mm buildout, then this will probably be the mother of all up legs. If it doesn't, then we may see a relatively short down leg in between this up leg and the 300mm one. JMHO, Ian.

To: Woody_Nickels who wrote (7966)	7/7/1999 11:09:00 AM
From: Kirk ©	Read Replies (1) \| Respond to of 10921

I'm just trying to determine the extent and duration of the current trends. PDA's Automobiles including collision avoidance and GPS Telephones and pagers set top boxes DSL cabel modems FREE PCs with internet connection if they could put a chip in your Gillette razor..... PCs are becoming small potatoes!