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

To: robert b furman who wrote (5755)	9/30/2002 10:18:53 PM
From: Sarmad Y. Hermiz	Read Replies (1) \| Respond to of 95546

>> Don't have the link but chip sales up 2.(4?)% from July and 14.? up from last year. Bob, Actually, I saw that on CNBC in the morning. Didn't make much difference. They all sold off, anyway. However, there is a point that we never address. Which is that electronics/chip/semi/computer companies are unable to make profit, except in an environment of increasing sales. That just does not seem to me to be a sign of health. Microsoft, to take a counter example, adds $Billions to their bank account every year, even when their revenues are flat. So, yeah, chip sales were up a couple percent Y/Y. but apparently, chip companies's cost structure is too high to make any money from that. Sarmad