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

To: Donald Wennerstrom who wrote (6618)	11/2/2002 9:49:03 AM
From: willcousa	Respond to of 95531

I love the industry but have reservations for the near-term. Chipzilla has put and is putting a lot of new technology (providing vast capacity) on line. They have delayed some of their capital program as of now. You then have the rest of the world which seems to be having some trouble digesting the new technology. If that doesn't change it surely is going to slow things down. Lastly, the demand for end product is barely there - the trend is good but volume is not yet what we need to see.