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

To: Alastair McIntosh who wrote (5717)	9/29/2002 11:11:08 AM
From: Alastair McIntosh	Respond to of 95546

Darn S.I. never formats properly. To view proper format hit "respond" in previous message.

To: Alastair McIntosh who wrote (5717)	9/29/2002 12:16:26 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 95546

Something does not look right with these numbers, for instance it shows $58 B for 2000, but the maximum shipping rate (equipment) in 2000 was about $2.6 to $2.7 B (just looking at one of Gottfried charts), the estimate for 2002 at $28 B also seems high since so far this year, only two months had billings exceeding $1 B. Now, I understand capex includes "mortar and bricks" as well, but equipment surely account for at least 65% of the capex. Could we have admixtures of "world wide" data and US only data. I don't have the time right now to go the SEMI and look up the actual numbers. Zeev