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


To: James Calladine who wrote (9988)7/10/2001 8:43:30 AM
From: James Calladine  Read Replies (1) | Respond to of 10921
 
MORE PESSIMISM:

<<<07:53 ET CSFB on Semi Equip : After a trip to Asia, CSFB analysts write that significant oversupply and rationalizing end markets will keep the pricing environment painful for longer than expected, and believe that the market is wrongly focussed on the bottom in units, when falling prices could drive down revenues beyond the unit inflection point in Q3/Q4.>>>

Namaste!

Jim