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


To: Zeev Hed who wrote (5716)9/29/2002 9:37:20 PM
From: Pink Minion  Respond to of 95572
 
>> with the trough in shipment in January at just a billion bucks.

The BtB reported is just for North America not world wide. That's the problem with your 6%.

If AMAT does $5 B this year (probably more), then the industry has to be at least $25 B for their 20% market share. Semi sales look to ave at $11B per month this year (10 in January, 11 now).

We're still above 15%.