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To: Ian@SI who wrote (24003)1/18/2000 8:27:00 AM
From: Curlton Latts  Read Replies (1) | Respond to of 25960
 
"We are in the middle of a multi-year cycle of exploding demand for semiconductors. This will drive an even more explosive demand for equipment for making semiconductors."

"Now I think is the time to load up on the semiconductor equipment
manufacturers. This industry has already started to boom but there is
plenty of profit still to come. These profits are coming from two main
drivers.

First, strong demand for chips and a very tight
supply of high end chips means that the chip
manufacturers will have to upgrade current plants
and build new ones.
Industry analysts are looking
for capital spending on semiconductor equipment to
grow 21 percent in 2000 around the world."

cbs.marketwatch.com

This 21% increase in cap ex spending was probably based upon numbers before Intel's announcement to increase cap ex by 44%.

Good Luck To Each And All

Curly

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