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

To: Sam who wrote (84870)	4/8/2020 8:27:20 PM
From: Elroy	Respond to of 95531

This sums up the situation pretty well. Also, makes it hard to fathom the recent rally. Buyers are looking past 1-2-3 quarter of pain, because........they don't mind? Microchip, however, believes that the strength in bookings may be a result of customer concerns about supply chain disruptions due to the COVID-19 virus. With economies around the world contracting rapidly, with millions of people getting laid off and with customer factory closures due to “shelter in place” ordinances in various countries, we believe that product demand is likely to weaken significantly.