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Technology Stocks : Semi Equipment Analysis

SOXX 306.04

0.0%

Dec 26 4:00 PM EST

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To: Donald Wennerstrom who wrote (3446)	6/6/2002 9:09:25 PM
From: Gottfried	Read Replies (1) of 95640

Hi Don, it's nice that someone takes a projection change of -2.3% for two years from now so seriously >the estimates revealed a small problem. In November, the SIA expected 2004 sales of $218 bln. They now put 2004 sales at $213 bln.< Gottfried

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