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

To: Gottfried who wrote (5773)	10/1/2002 4:44:06 PM
From: robert b furman	Respond to of 95637

Hi G, The downturn is much more protracted in time as well - I guess the inventory overhang was much more. I think important to note is when shipments pick up ,inventory declines fast, and then orders drive production.That in itself isn't all that important - however the MAIN KEY to my point is ,that when new orders come in after light inventory - PRICING comes back. I can't tell you how many times in my life, I've pushed cars out cheaper than I should have, because I had inventory pressure ( of course my competition did also and it becomes a race to just stop the bleeding). As we get into replacement chips, pricing will get at least profitable - instead of a firesale price.Profitable pricing associated with the increased unit shipments will turn these stats on a dime. Bob