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

To: Gottfried who wrote (819)	7/22/2001 4:16:49 PM
From: Donald Wennerstrom	Read Replies (1) \| Respond to of 95703

Gottfried, Yes, according to the last SEMI release we should have a new BtB by tomorrow night. <<The June 2001 Express Report is scheduled for publication on July 23, 2001 (subject to change).>>. I have been way off on my last 2 predictions, so I think I will try again.(gg) This time I think the number will be in the 0.4x range again. I originally thought it might be higher, but based on some of the news articles I have read recently about further recent cancellations I have to go with the 0.4x number(s). Don