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

To: Donald Wennerstrom who wrote (46549)1/23/2010 12:11:19 PM
From: Runomo™1 Recommendation  Read Replies (1) | Respond to of 95442
 
Thanks for including the historical bookings and billings inflation adjusted numbers. It goes to show the enormity of the grounds lost in the semi space since peak performance in the year 2000 ( last year's bookings were less than 15% of 2000 IA).
Are these permanent grounds lost? or a comeback with huge potential in the making? that's the interesting question to think about for a semi investor at this point in time.



To: Donald Wennerstrom who wrote (46549)1/23/2010 7:44:31 PM
From: MrGreenJeans  Read Replies (1) | Respond to of 95442
 
Donald,

As usual the excellent information you posted hopefully confirms my belief that this sector will "take off" sooner rather than later. I am fully invested in this sector and still hold onto the belief that the economy cannot have a meaningful recovery without a recovered financial and semiconductor sector. Long, very long, Amat, Fas, Fselx, Intc, Usd...and so on.

Message 25370967


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