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


To: Cary Salsberg who wrote (3046)5/5/2002 6:53:33 PM
From: Donald Wennerstrom  Read Replies (2) | Respond to of 95465
 
OK Cary - thanks for your input. Gottfried, are you writing this all down?<gg> You have 3 numbers now - 1200, 1400 and 1500. I'll be anxious to see what you do with them.<gg>

Cary, I like your number of 5000M in the 2007-8 timeframe. I like it because you think there is going to be substantial growth in the semi-equip business which goes along with my belief. As someone who has worked in the business, your positive long-range projection is good news to me.

Don