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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Cary Salsberg who wrote (776)7/10/2001 11:58:25 AM
From: Gottfried  Read Replies (2) | Respond to of 95738
 
Cary, re >who will be buying chips?<

According to Infrastructure in 2001
54% PC
26% telecom
14% consumer
5% auto
1% military

slide number 19

PS: June Infrastructure slide show download infras.com
give it some time if you have dialup. It's 55 pages.
Need Adobe Acrobat Reader? adobe.com



To: Cary Salsberg who wrote (776)7/10/2001 12:27:30 PM
From: Return to Sender  Read Replies (1) | Respond to of 95738
 
Well you two sure blew holes in my hypothesis. Jim is in cash and waiting for this quarter to ring in with bad earnings and further warnings before investing. You seem certain that the same companies that were so certain that orders could only increase about 12 to 18 months ago are now right when they state they expect no growth for 12 to 18 months. How long before you would invest?

RtS


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