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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: scott_jiminez who wrote (102)	11/3/2000 7:52:09 AM
From: semi2000	Read Replies (1) \| Respond to of 95916

Scott, I understand your frustration If you are so convinced about the demise of SEM , which you are, are you?, then why not get out of it and post jubilant posts like shorts do. If you are in it and complaining for industry wide slowdown, then well what are you waiting for? OK, so if KLIC is the key to the well know P,NP problem (sounds like another minesweep game - see CNET) then all other companies don't matter. Are you long, short on side, can you please tell me if possible so I can take your messages in that context. Sorry if this is repeat. Numbers below do look very volatile especially Q3 looks stuffed on top of Q2. Best luck. REVENUE Quarters 1997 1998 1999 2000 DEC 81,844 123,111 61,175 179,849 MAR 121,491 120,060 73,561 222,153 JUN 146,380 91,693 110,806 268,258 SEP 152,192 76,176 153,375 Totals 501,907 411,040 398,917 670,260 Note: Units in Thousands of U.S. Dollars