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Technology Stocks : Semi Equipment Analysis

SOXX 314.52

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Dec 11 4:00 PM EST

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To: scott_jiminez who wrote (2411)	3/25/2002 1:47:12 PM
From: Ian@SI	of 95572

And just how much do you think this contract for 200 bonders is worth? I'd suspect that it's about 1/3 the price of a leading edge stepper from ASML. Did CSK say when he expected the next cycle peak? I'd suspect it will be closer to 2004 rather than 2002.

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