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


To: Gottfried who wrote (4389)7/29/2002 9:02:56 AM
From: Alastair McIntosh  Read Replies (1) | Respond to of 95515
 
Gottfried, I wasn't suggesting that this is happening yet. It is a factor that will contribute to a lower growth rate of the equipment makers in the future.


Alastair, >lower % of chip sale revenues needed for equipment<.
I don't see that yet [up to June]