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To: mishedlo who wrote (97603)4/24/2001 1:47:47 PM
From: NOW  Read Replies (1) | Respond to of 436258
 
so does that mean its now a LT sell?



To: mishedlo who wrote (97603)4/24/2001 2:41:28 PM
From: sammaster  Respond to of 436258
 
"Shipments of front-end equipment grew 17% year over
year indicating that capacity continues to grow. Front-end
shipments fell month to month for the first time in
five months, by –11%. Hopefully, this marks the
beginning of slowing capacity growth in the
semiconductor industry. "

so despite the overcapacity, shipments are higher this year than last...wow....


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