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

To: goldsnow who wrote (7498)1/6/1999 9:34:00 PM
From: Ramsey Su  Read Replies (2) | Respond to of 10921
 
goldsnow,

this is one good example that the semi conductor industry is finally coming to their senses and not end up in the massive over capacity situation as last year.

Is this necessary good for the semi eq? One of the top ten customers just vanished. There is no doubt that the orders will come. The question is how much.

Ramsey


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