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


To: Return to Sender who wrote (2535)3/31/2002 11:44:02 PM
From: robert b furman  Read Replies (1) | Respond to of 95652
 
Hi RtS,

After the lousy production levels of the last 2 years - I think the historical poor second quarter will surprise many.Often times an overly aggressive channel stocking has bled into Q1.Q4 of 01 was far from overly aggressive in terms of oversupplying the channels of distribution.

I really hate to say it! ggg - This time it is different.gulp

Sheesh that sounds familiar?

Bob
Bob