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Technology Stocks : Semi Equipment-Sell when they're singing in the streets -- Ignore unavailable to you. Want to Upgrade?

To: Pink Minion who wrote (148)5/29/2000 5:32:00 PM
From: Gary105  Read Replies (1) | Respond to of 276
 
any specific stocks that you think are overvalued??? thanks



To: Pink Minion who wrote (148)5/29/2000 9:54:00 PM
From: Ian@SI  Read Replies (1) | Respond to of 276
 
It means the customers aren't getting their products fast enough.

Nice theory. Great description of the past. But for it to be true at this time would mean that every CEO of every Chip Equipment company I follow has explicitly lied in their earnings conference calls. ... which would make them subject to litigation.

Or should we believe that you know more about customer delivery requests than the CEOs of the leading equipment companies.

Pardon me if I'll believe them this time.



To: Pink Minion who wrote (148)5/30/2000 2:32:00 PM
From: geoffrey Wren  Read Replies (1) | Respond to of 276
 
Query about double booking.

I understand what happens and why it is a problem. But would not the companies that were subject to this problem have attempted to ameliorate this problem? An obvious solution would be to have a penalty for late cancellations, or increasing it. Does the industry use the same old standards with contract bookings that it used 2-3 years ago?


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