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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?

To: Math Junkie who wrote (7638)	9/5/1998 11:33:00 PM
From: edward miller	Read Replies (1) \| Respond to of 42834

Actually I could have stated my question better. The companies listed are not important for the question. The real issue I wanted people to look at is this - these and other semi issues have been hit much harder than a lot of the semi equipment companies. My thinking is that the semi equip companies are going to see at least one more round of serious selling, and lower lows, before any turnaround. I suspect the semi issues (not just the ones listed) will be the first to turn. Because they already have the capacity they need, their business must turn first before any good news comes to the semi equipment cos. The only other way the semi equip companies get new orders is for a major round of bankruptcies which take some companies out of the competition. Then the remaining ones will have enough volume to need new equipment. Until then, upgrades are stretched out as much as possible.