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


To: Proud_Infidel who wrote (13132)1/27/2004 11:35:45 AM
From: michael97123  Respond to of 95738
 
Brian,
In my industry the money for new product wasn't spent by most players in the last quarter of 03, but in the first quarter this year and there is still reluctance to spend. For this reason, I, for one, do not believe the rally in the amats of the world have really begun yet. The pent up demand could surprise everyone. Mike