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: Cary Salsberg who wrote (40541)10/3/2008 4:53:42 PM
From: The Ox  Read Replies (2) | Respond to of 95683
 
I don't believe anything can restore the industry to the booms that occurred in the past.

So, it's different this time?

Where have I heard this before?

The longer and deeper the bust, the higher the rebound will eventually reach.

jmo

TO



To: Cary Salsberg who wrote (40541)10/3/2008 7:17:52 PM
From: SI User  Respond to of 95683
 
gottfried's charts say unit volume (semiconductor sales) are near all time highs. And KLIC closed 3.82. A multi-year low.

<< KLIC has not benefited much from rising IC unit volumes >>

And they sold a revenue-producing unit -- wire bonding -- so they are a smaller company now. I guess that's a problem.

I guess I'll just go buy some more DRAM for my old Dell this weekend rather than throw a dart at more chip stocks.



HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News