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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: Zeev Hed who wrote (5716)	9/29/2002 9:37:20 PM
From: Pink Minion	of 95574

>> with the trough in shipment in January at just a billion bucks. The BtB reported is just for North America not world wide. That's the problem with your 6%. If AMAT does $5 B this year (probably more), then the industry has to be at least $25 B for their 20% market share. Semi sales look to ave at $11B per month this year (10 in January, 11 now). We're still above 15%.

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