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To: Henry D who wrote (901)10/20/1998 2:14:00 PM
From: David Aegis  Read Replies (1) | Respond to of 1184
 
Re: Today's move. Also, there was some strength in back end equip orders:

semibiznews.com

Per Dick Green of SEMI: "A hint of good news is hidden in the back-end equipment data. three-month average order levels for back end equipment edged up 4%. Another uptick in October may be a leading indicator."

Also, Dataquest is now predicting a DRAM shortage by 2000-2001 due to current freeze in equipment investment:

semibiznews.com

--David