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

To: Return to Sender who wrote (886)	7/30/2001 10:52:17 PM
From: Will Lyons	Read Replies (1) \| Respond to of 95456

Like all Gaul the industry is divided into three parts. The material suppliers whose revenue depends upon the level of chip production rather than the level of capital spending. The producers of equipment that is purchased to increase capacity The innovators who sell new equipment and processes on the cutting edge -=- cost cutting or other new technology, ie: copper low k III-V, II-VI or other new materials atomic layer deposition transition to larger wafers increased automation new packaging, flip chip etc downsizing geometry new photolith materials new lithography procedures or methods Cap spending for capacity will be delated until chip demand catches up to supply capablility. This could happen suddenly -=- new markets for old products or new products for old markets: LEDs MEMS China? So I don't like the way the analysts and the media seem to paint all semiequips with the same brush. Dot coms and e coms are not technology, or high tech. And all semiequips are not dancing to the same tune! Some have great growth prospects and are selling at relatively low P/Es Last but not least in importance is that the information industry and the technology needed to back it up are collectively growing very rapidly and have a long way to go! WL