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Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: Q. who wrote (9248)	1/16/2001 5:25:27 PM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

John, a bit of a freudian slip there???? They expect 2001 bookings to be $6.1 B, down from $9.1 B for the year just ended. That's actually down to $1.6B from 1.9B. NVLS isn't larger than AMAT. YET!!! And if you look at the current Q coming in at somewhere between $320M and $350M bookings, then to get to $1.6B for the year, there has to be a significant acceleration in booking during the latter half of the year. It seems that NVLS is seeing an acceleration to Cu and 300MM coming in this year's orders. ... and that we'll see an even larger order level at the end of this year than we saw last year. Ian.