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

To: Ian@SI who wrote (4528)8/2/2002 4:54:04 PM
From: BWAC  Respond to of 95573
 
Guys they are doing stuff witn UMC as well. Possibly moving business there as UMC issued upbeat guidance.



To: Ian@SI who wrote (4528)8/2/2002 5:41:41 PM
From: XBrit  Read Replies (1) | Respond to of 95573
 
Yes of course, but that's not the point. I don't think they're cutting back manufacturing because they're PROJECTING a collapse in sales because of ATI. They're cutting back because they ALREADY have inventory for all of the rest of the year. At current sales rates, I assume.

I doubt a company would actually forecast that its own sales would collapse.

So my read is, ATI's upcoming inroads will produce even further pain.


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