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


To: SemiBull who wrote (10235)6/19/2003 9:58:04 PM
From: Cary Salsberg  Respond to of 95501
 
RE: "Back end to lead IC-equipment recovery, analysts say..."

1. The article say nothing about an IC-equipment recovery. When? Why? How big? No answers.

2. The article says that "back end" is growing faster, NOW. It doesn't place the "back end" growth in any kind of historical perspective, short term or back to the 2000 peak.