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


To: Return to Sender who wrote (10909)8/8/2003 7:22:57 PM
From: Alastair McIntosh  Read Replies (2) | Respond to of 95834
 
Hi RtS. I don't think there can be any business led recovery with the current low rate of capacity utilization:

economagic.com

Business is still suffering from over-investment in the 90's.

Also, the rising unemployment rate does not bode well for consumer spending:

economagic.com

As you are probably aware, the recent downward blip in the unemployment rate was not caused by increased employment but by people giving up on their job search.