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


To: Sarmad Y. Hermiz who wrote (3027)5/5/2002 12:42:45 AM
From: Donald Wennerstrom  Respond to of 95464
 
Sarmad,

Thanks for writing and pointing out my error using "Ks" instead of "Ms".

The numbers you came up with for the full cycle certainly look in the ballpark. The final number of 1400M you came up with for year end is "in the ballpark" with the 1500M number I finally wound up with. Now we just have to wait and see what happens.

Don