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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets!
LRCX 165.84+1.9%Dec 9 3:59 PM EST
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To: ForYourEyesOnly who wrote (4181)12/29/1997 11:08:00 PM
From: Jay M. Harris  Read Replies (1) of 10921
 
Hello THC,

I thought I had a handle on your question until the latest order pushouts at Veeco. I will do a detailed write up on the Veeco thread once earnings are announced. I was using a 30% of revenue order rate for GMR in the current quarter. However, I'm afraid my numbers on inductive blew up faster than I anticipated without commensurate offsets for MR and GMR to take up the slack for them to make the quarter.. Sub $1,000 PCs require fewer heads per drive. Also, their semi exposure at 26% of revenue (primarily metrology) isn't helping, or is the strong dollar.

Hope this helps,

Jay
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