SI
SI
discoversearch

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: Gottfried who wrote (27066)11/22/2005 10:41:04 AM
From: robert b furman  Respond to of 95737
 
Maybe somebody figured out that any company making better money on lower revenue with orders expected to grow 15% next quarter - might just be turning the cornewr on improved profitability.

During this sag (for the last 5 years) service business and parts have added very good stability.

When capex gets added to the base of older equipment (that needs more spare parts) we get a nice stable growth scenario.

Who'd of thunk it?

Bob