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Technology Stocks : Speedfam [SFAM] Lovers Unite ! -- Ignore unavailable to you. Want to Upgrade?

To: grace who wrote (3099)	7/7/1998 10:53:00 PM
From: Grand Poobah	Read Replies (1) \| Respond to of 3736

How long do you think in down turn? 1 Q, 1 year, 10 years? Anyone has an opinion for this? I would guess anywhere from 2-4 quarters. My former employer, a semi-equip company that I believe is fairly representative of the industry, continues to see near-term prospects heading down, not up. However, semi companies are going to be forced to go to 0.18-um and below because of competition, and while they can push it out for a little while, they can't do afford to do it for two or three years. CMP will be a requirement in these new fabs, so when they're built, CMP systems will be sold by somebody. My opinion, FWIW, G.P.