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To: Proud_Infidel who wrote (3342)9/16/1999 2:59:00 PM
From: FJB  Read Replies (3) | Respond to of 5867
 
Some interesting commentary here on semiconductor and semi-equipment stocks.
broadcast.com

According to the commentary, semi-equipment companies are indicating that business has picked up a little again, after the recent August/September lull. Semiconductor companies are being more cautious about cap. ex. than in past cycles, because the pain felt in the last down cycle.

This bodes well for a longer upturn IMHO.

Bob