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Technology Stocks : Semi Equipment Analysis
SOXX 312.76+1.1%4:00 PM EST
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To: Sam who wrote (53714)9/13/2011 9:48:59 PM
From: brokenst0nes   of 95536
 
Early revenue estimates are for ~$500M in 2012, ~$600M in 2013, gross margins ~70%. Still they must be expecting more than that longer term to justify the hefty price.
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