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Technology Stocks : SEMI Sweets and Chocolate Chips
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To: 2MAR$ who wrote ()5/31/2000 10:51:00 PM
From: Jack Hartmann   of 38
 
Spending Forecast (OPENX) : Robertson Stephens raises forecast for semiconductor capital equipment spending for 2000 and 2001 based on the continued imbalance in chip supply and demand. In particular, they see a shortage of DRAMs as imminent and that this will drive a near term step up in capital equipment spending. Raising forecast for front end equipment industry growth projection to 51% from 43.5% in 2000 and to 45% from 35.8% in 2001; corresponds to front end revenues of $34.1 bln in 2000 and $49.4 bln in 2001. For the back end, maintaining our 45% growth estimate in 2000 and raising projection for 2001 to 42% from 30-35%; corresponds to back end revenues of $15.2 bln in 2000 and $21.6 bln in 2001.
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Good news for chip equipment makers. Wonder why BRKS having problems.
Jack
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