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Technology Stocks : Semi Equipment Analysis

SOXX 306.28

-1.0%

Dec 4 4:00 PM EST

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To: Sarmad Y. Hermiz who wrote (4914)	8/14/2002 1:11:56 PM
From: Cary Salsberg	Read Replies (1) of 95525

RE: "But disturbingly, I predict that backlog will fall somewhat hard. $150m to $200m in the next report..." Orders are predicted to be $1.51B to $1.69B and revenues flat to slightly up from $1.46B. The backlog should remain close to unchanged. Are you expecting $150M to $200M in order cancellations?

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