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

To: Alastair McIntosh who wrote (6273)10/18/2002 10:41:01 AM
From: Cary Salsberg  Read Replies (1) | Respond to of 95474
 
I was hoping that bookings would fall into the $900M/month range, down from almost$1.2B and up from last year's $600M. The $800M number is lower, but if orders level off at $800M, I don't see much of a difference.

From looking at EGLS and UTEK reports, I see almost no back end business. I think the numbers need to be broken out more than ever.



To: Alastair McIntosh who wrote (6273)10/18/2002 10:53:06 AM
From: Gottfried  Respond to of 95474
 
Al, it's not a spin - just a mention of facts. Gottfried [end]


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