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 (1499)12/28/2001 11:59:28 AM
From: The Ox  Read Replies (1) | Respond to of 95444
 
KLIC gave guidance during their last earnings release for slightly higher revenues in this quarter. I believe LRCX did the same. Maybe the "little guys" are being pushed out more than the larger companies. It's also very possible that one 'major' pushout can really hurt the smaller companies where the bigger players can absorb a hit or 2 much easier.