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To: Earlie who wrote (67226)2/13/2001 1:24:48 PM
From: pater tenebrarum  Read Replies (1) | Respond to of 436258
 
Earlie, i wouldn't touch a semi equipment maker with a ten foot pole...their guidance should be horrible. and the cycle is probably ages from bottoming...semiconductor capacity has risen by more than 2,500% over the past decade. i'm sure there's lots of fluff.



To: Earlie who wrote (67226)2/13/2001 1:25:49 PM
From: pater tenebrarum  Read Replies (2) | Respond to of 436258
 
Earlie, i wouldn't touch a semi equipment maker with a ten foot pole...their guidance should be horrible. and the cycle is probably ages from bottoming...semiconductor capacity has risen by more than 2,500% over the past decade. i'm sure there's lots of fluff.