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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Nevin S. who wrote (10545)7/25/2002 2:11:05 PM
From: Robert Douglas  Read Replies (1) | Respond to of 10921
 
Nevin,

That was my thought that a contract manufacturer will always get cut out first.

[Edit] Does anyone know what proportion of their business is from customers with production facilities of their own?



To: Nevin S. who wrote (10545)7/26/2002 12:51:05 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 10921
 
You said, "...when things are slower..."

In general that means fewer equipment orders. It is definitely a "negative". Coming after many semis and equips forecast flat to lower revenues and orders for Q3 over Q2, it is hard to determine "how negative". The market has given a one day assesment, very.


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