SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis
SOXX 306.28-1.0%4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Cary Salsberg who wrote (7332)11/30/2002 10:14:51 AM
From: Suresh  Read Replies (1) of 95525
 
Hi Cary,

with the increased demand for the equipment you see... can you estimate the total revenue of the companies or the earnings power ? Do you think we will reach the 2000 bubble levels of spending anytime soon ?

Why would ASML issue such a lousy prediction if fabs are going to ramp .13u capacity ?

Thanks,

Suresh
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News