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: etchmeister who wrote (38055)2/8/2008 1:24:05 PM
From: etchmeister  Respond to of 95936
 
Another example on how negative the tone was 12 months ago...

Message 23278390

...and at the end of 2007 global chip sales are up by only 3.2%...

My 2 cents is that semi specific fundamentals are better compared to 12 months ago; a good deal of capacity has or is being digested