SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Return to Sender who wrote (3124)5/14/2002 5:04:08 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95525
 
In the conference call, it was stated that new orders in Q3 are expected to be up 10 to 15 percent from Q2 bookings.

If true, we will have a nice increase in BtB going forward on a month to month basis.

Don



To: Return to Sender who wrote (3124)5/15/2002 1:16:55 AM
From: Gottfried  Read Replies (1) | Respond to of 95525
 
RtS, from your post >business has improved and it's seeing an increase in DRAM orders....Recovery is being driven by consumer demand....stock at 27.97.<

I assume the quote was from briefing.com
Too vague and may mislead. It should say 'seeing an increase in orders from DRAM manufacturers'
And 'Recovery is being driven by consumer demand' - but consumers don't buy fab equipment. Fuzzy thinking here. :)

Gottfried


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News