Tasty Booshers

[derxanman]

bugsplat - I don't want to rain on your parade but the semi guys first need some customers! The guys who make the high end assembly equipment to put semis on a circuit board are forecasting 2005 with bleak prospects. They talk about going back to 2001-2003 levels which were death! 2004 was the first optimistic year for these guys since 2000 and now the wind is out of the sails again.

This is not to say you won't find a gem but it will depend on the segment of the market they supply. I doubt if there will be a general run up.