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

To: Donald Wennerstrom who wrote (3043)5/5/2002 6:36:57 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 95465
 
Peak booking were ~3000M. The bottom was about 20% of peak and currently we are at about 28% of peak. You are predicting 1500M or about 50% of peak by year end. I will go on record with a prediction of 40%, or 1200M. More importantly, I am looking for 5000M in 2007-8 timeframe.



To: Donald Wennerstrom who wrote (3043)5/5/2002 8:25:25 PM
From: Gottfried  Respond to of 95465
 
Don, thanks for the billings estimate. If it happens, we'll be told it's lower than last year and thus stocks are overvalued etc'.

G.


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