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


To: Sam Citron who wrote (2457)3/27/2002 7:52:01 PM
From: Cary Salsberg  Respond to of 95963
 
Sam,

PLD unit volume is not normally cyclical. We have been and are in an abnormal (bubble) situation. PLDs are not commodities. There are 2 major vendors. Prices follow a secular negative pattern. PLDs are not nearly as cyclical as semi-equipts. I would like to say they are not cyclical at all, but they are primarily used in electronic capital equipment and therefore must have some cyclicality.

Cary