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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (17538)11/3/2000 2:34:32 PM
From: PetzRespond to of 275872
 
ted, <The bottomline is that looks like KLIC's severe problems are more of their own doing than a industry wide phenomenom. That's not to say the semi equip. makers' business isn't slowing but things do not seem to be as bad as KLIC's warnings would indicate.>

I think your analysis is correct. The chip equipment industries growth rate has moderated to a reasonable level from an unsustainable level. In fact, I nibbled at an equipment maker a couple days ago when I noticed that analyst downgrades were no longer pushing the stocks down.

Petz


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