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

To: orkrious who wrote (7062)	11/23/2002 4:58:26 PM
From: Donald Wennerstrom	Respond to of 95530

Thanks for the "heads up". If that does come to pass the adjustments will be more than just a little. Don

To: orkrious who wrote (7062)	11/23/2002 9:29:39 PM
From: Cary Salsberg	Read Replies (1) \| Respond to of 95530

RE: "This has not yet reached the newswires but a friend of mine at KLA-Tencor has told me that meetings were held this week wherein a FIFTY percent revenue decline is being forecast by upper management." Peak quarterly revenue in the 2000-2001 year was $601M. Next quarter's revenue forecast was $330M. Another $30M decrease and you have your FIFTY percent revenue decline from peak revenue. Since the author doesn't state revenue decline "from what", my guess is that "what" is the peak.