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Technology Stocks : Semi Equipment Analysis
SOXX 291.39+2.8%Nov 26 4:00 PM EST
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To: Alastair McIntosh who wrote (6273)10/18/2002 10:41:01 AM
From: Cary Salsberg  Read Replies (1) of 95479
 
I was hoping that bookings would fall into the $900M/month range, down from almost$1.2B and up from last year's $600M. The $800M number is lower, but if orders level off at $800M, I don't see much of a difference.

From looking at EGLS and UTEK reports, I see almost no back end business. I think the numbers need to be broken out more than ever.
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