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

To: Ian@SI who wrote (4114)7/17/2002 11:10:47 PM
From: Cary Salsberg  Respond to of 95432
 
We know (I hope we do) that this is not a normal cycle. The sector will be lead up by technology front end purchases. Chip revenue has fallen and there is plenty of capacity except for 300mm, copper, and 0.18u, 0.15u, 0.13u, and (R & D) 0.09u.

Technology front end equipment is the most expensive, so lower unit shipments produce higher revenues.


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