SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: Return to Sender who wrote (1173)9/24/2001 2:36:48 PM
From: The Ox  Read Replies (1) | Respond to of 95530
 
All are now HOLD ratings from Strong Buy. Firm cites continued reduction in carrier capital spending as firm now expects carrier capex in 2002 will be on the order of 20% lower than 2001 capex (which itself will be down approximately 20% from 2000).

In other words, "we would like to close the barn door now that 90% of our farm stock has left the building".