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

To: Alastair McIntosh who wrote (3235)5/23/2002 3:36:45 PM
From: The Ox  Respond to of 95617
 
The list of companies that increased their guidance was substantial. I don't know if it was enough to make up for the blip in DRAM sales but it may be sufficient to keep the numbers from showing a downturn.



To: Alastair McIntosh who wrote (3235)5/23/2002 3:38:12 PM
From: Gottfried  Read Replies (1) | Respond to of 95617
 
Al, [edited] what else can I say <vbG> - you're extrapolating your pessimism and I'm extrapolating my optimism. [edit] But I have the trend on my side.

Gottfried



To: Alastair McIntosh who wrote (3235)5/23/2002 3:46:37 PM
From: Ian@SI  Read Replies (1) | Respond to of 95617
 
Oh, well I guess that must mean that the entire downturn was caused by the abnormal decline in DRAM prices; and it will be wiped out once DRAM pricing returns to historical norms. :^)


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