Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Katherine Derbyshire who wrote (7086)	10/7/1998 12:41:00 PM
From: LemurHouse	Read Replies (1) \| Respond to of 10921

I agree. Weaker dollar is helpful, but won't change the basic picture. Capacity/demand considerations aside, most of the chip companies' earnings are in dollars, so the currency fluctuation doesn't have as much of an impact on equip sales as one might expect. At least not directly. Lowered interest rates do help though, as financing is IMO more important to this situation than strength of the dollar. But it still comes down to capacity vs demand, and that's what has to change for the sector to turn up. I am somewhat encouraged that people are starting to talk about capacity constraints that will be coming a couple of years from now.

To: Katherine Derbyshire who wrote (7086)	10/7/1998 2:05:00 PM
From: still learning	Read Replies (7) \| Respond to of 10921

Quick survey: given the recent (continued) damage and uncertainty to whetherwe've hit the bottom, a small poll for the thread. A. Are you buying, holding, or on the sidelines. B. In which sector of semi-equips will the earliest turnaround come? C. When will it happen? (stock turnaround, not business upswing). D. Candidates for pruchase at today's prices:(I'll nominate SVGI, UTEK, ASYT, NVLS and KLAC) Where is Cary Salsberg anyway?