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Technology Stocks : Semi Equipment Analysis
SOXX 314.52-0.6%Dec 11 4:00 PM EST
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To: Donald Wennerstrom who wrote (3048)5/5/2002 7:00:16 PM
From: Cary Salsberg   of 95567
 
AMAT predicted $20B sales in 2005. I moved it to 2007-8 and created a proportionate number for monthly bookings in that time frame. AMAT has been reasonbly accurate in the magnitude of their sales targets, but often their target dates prove optimistic.
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