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

To: StanX Long who wrote (11979)	10/7/2003 8:17:21 AM
From: robert b furman	Read Replies (1) \| Respond to of 95383

Hi StanXLong, This is strong news. Comes quickly doesn't it? Well, being conservative here: With 30% plus increases in shipments - it would appear that normal margins may be once again be seen,vs the sell off price slashing of excess inventories that has been the norm for 3 years. Coupling normal margins with new downsized/right sized operations - we could expect to see a surprising level of bottomline profits. I'm not one to forecast "leveraged new levels of profitability" but normal margins and 30% demand increases sure would have been what we needed a year ago to continue on with a market rally(that failed).This time it is different - seems so. Looks like we get them a year later,after a very healthy purge - now over a year ago. Great news for investors, who have hungered for a long time!! Thanks for the update. P.S. On the automotive side - GM is shipping its first Daewoo product to the American market.It is called "AVEON".It will be a Daewoo produced 4 door sedan and hatchback coupe rebadged as a Chevrolet. If you can't beat them - join em. South Korean car makers will own the low end of car production.Thusly we will see a huge battle from the Japanese as the go for luxury cars and full size truck market share. My bet is Lincoln Mercury doesn't make the trip.Buick will diminish and Mercedes sells Chrysler to Toyota if they don't buy up Ford first. One thing for sure there will be too many full size truck makers: GM,Toyota,Ford, Dodge, and Nissan. GM and Toyota have the staying power,the rest are up for cannibalism. Bob