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

To: Ian@SI who wrote (9252)	1/16/2001 6:08:59 PM
From: Q.	Read Replies (1) \| Respond to of 10921

Ian, sorry for my mistake. You said "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." That would appear to be correct (with the editorial comment that I remember them saying $350 M, not $320 M. In the cc they did say that they expect a reversal of the downturn in the second half on 2001, which is also what you are saying. NB, they aren't supremely confident that things will actually turn out that way. As for what the stock price does, that's a wholly different matter. I'm just reporting what was said in the cc. Perhaps there are some readers out there who appreciate that, I don't know.