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Technology Stocks : Applied Materials No-Politics Thread (AMAT) -- Ignore unavailable to you. Want to Upgrade?

To: etchmeister who wrote (24611)10/9/2010 1:22:49 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 25522
 
When I look at the charts, I see Semi sales far above the dot com peak, but semi-equip sales at the level of peaks much lower than the dot com peak. 2010 is an inflection year for the semi/ semi-equip sales ratio! Huge amounts of front end semi-equip purchases in 2010 have not added to wafer capacity. I expect semi-equip sales to move significantly above the previous peaks and toward the dot com peak.


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