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Technology Stocks : Semi Equipment Analysis
SOXX 316.33+1.3%Dec 10 4:00 PM EST
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To: Pink Minion who wrote (5715)9/29/2002 9:22:43 AM
From: Zeev Hed  Read Replies (1) of 95546
 
Semi, I think that $9 B for 2002 is a little low for semi equip, AMAT alone has $5 B in sales for the 12 months ending July 28/02, with the trough in shipment in January at just a billion bucks. I also think that the $139 B for 2001 might be on the low side.
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