Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: etchmeister who wrote (17621)	8/4/2004 3:31:05 PM
From: BWAC	Respond to of 95656

<u-rates are hovering in the 100% +/- 5 to 10% for almost 9 months (at least in the case of TSMC); for sure that does NOT qualify as a peak > 1.) As long as inventories aren't excessively rising at their fabless customers. 2.) As long as unit demand continues to increase over time, rational capacity expansion will be needed. (Somebody feel free to quote the demand expansion rates) I think Brian has pointed out that units now far exceed the peak in year 2000. 3.) We certainly are not in some sort of current 'electronics' bubble like the runup into year 2000. Heavy infrastructure building from scratch, etc. Should a new hot idea or application substantially increase demand then all these stocks will again reach their bubble valuations quicker than you can say Merrill is a Pimp. ------------------------------------ Sorry. Too bullish.