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

To: Gottfried who wrote (8249)	2/17/2000 3:48:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

When more informed posters speak of the ratio they usually base it on annual data, I think. ... and I'd add that they may also take into account the 3 years of underspending on Capital Equipment that led into this expansion. There's 3 years of delayed spending by the chipmakers to be made up in addition to expanding use of chips by a healthy and growing world economy. From: biz.yahoo.com NEW YORK, Feb.17 /PRNewswire/ -- Giles Knight, small cap specialist for the ARK Funds, examines portfolio management strategies ... ... The other area that we like, and it has helped the portfolio's performance, has been the semiconductor equipment stocks. We have Cypress Semiconductor (NYSE: CY - news) and Semtech (Nasdaq: SMTC - news). We have Mattson Technology (Nasdaq: MTSN - news), which is a new acquisition in the equipment area. All three of these stocks are equipment companies that are involved in the various processes of manufacturing semiconductor chips.' Within the semiconductor equipment sector, Knight states, ``Our feeling is that the semiconductor cycle is going to be a lot longer this time for several reasons. The main reason is that the usage of semiconductors is increasing dramatically ... We're seeing a lot of new consumer usages, including DVD players and digital cameras. One of my favorite semiconductor stocks is Zoran (Nasdaq: ZRAN - news), which makes chips used in these cameras.'