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

To: michael97123 who wrote (6210)	10/16/2002 3:56:08 PM
From: BWAC	Read Replies (1) \| Respond to of 95420

<Capex spending will explode early next year as companies jockey for position in a new business upturn while old shit wears out> Don't know if it will happen next year or not. Depends on you know what and who's in/out by 2004. Anyway. The later the capex spending explodes, the greater the earnings explosion upwards will be. Theory is demand will exceed capacity that is left. If the equipment providers have to go thru another round or two of cutbacks, then the capacity to serve the needy equipment buyers will not exist. Leading to HIGH MARGINS, coupled with high revenues and low expense.