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

To: Jacob Snyder who wrote (8881)	10/22/2000 1:15:30 PM
From: Charles R	Read Replies (3) \| Respond to of 10921

Jacob, <If the market for the chips you're going to make is red-hot, then you do everything possible to keep to schedule. You pay overtime. You deliberately overstaff, keeping extra workers on the payroll, just in case you need them. You move heaven and earth. Intel knows how to do this. > If the newspaper article is correct, Intel was behind on payments to the contractor so much so that one contractor quit. <No one wants the cycle to be over.> here is something that I wonder. If the cycle for semi-equipments is over should also end the cycle for semiconductor companies? Is it possible that the semiconductor guys are pushing out capacity plans to go for a mid-cycle correction instead of letting the cycle end? <Caveat: it's not yet a pattern, as far as I know. But it behooves us to be watching very, very carefully, and notice when it does become a pattern. > Agreed! Intel's growth has been tepid of late due to market share losses to AMD on the CPU side and possible market share losses in Flash. I am looking closely at what TSMC/UMC/STM will do. Since these companies are more of a proxy for the high growth communication segment (excluding cell phones) Chuck