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


To: Gottfried who wrote (3230)5/23/2002 2:14:41 PM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95617
 
Gottfried, we are currently seeing that fab owners try to plan for end user demand. That is of course why we have seen the uptick in orders. However if chip demand does not materialize as hoped for, orders can be cancelled and will not turn into revenues.

Aren't some of us forgetting that fab owners cannot wait for end user chip demand, but have to plan many months ahead?


Al