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Semiconductors
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Teradyne
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To:
Henry D
who wrote (
901
)
10/20/1998 2:14:00 PM
From:
David Aegis
Read Replies (1)
of 1176
Re: Today's move. Also, there was some strength in back end equip orders:
http://www.semibiznews.com/stories98/oct98y/8j20semi.htm
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:
http://www.semibiznews.com/stories98/oct98y/8j20semi.htm
--David
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