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

To: Cary Salsberg who wrote (7332)11/29/2002 11:39:10 AM
From: Return to Sender  Respond to of 95528
 
Cap Ex Spending Recovery likely to be Delayed until 2004 according to BofA Securities:

bofasecurities.com

Many thanks to Les Horowitz who posted this here first:

Message 18285154

RtS



To: Cary Salsberg who wrote (7332)11/30/2002 10:14:51 AM
From: Suresh  Read Replies (1) | Respond to of 95528
 
Hi Cary,

with the increased demand for the equipment you see... can you estimate the total revenue of the companies or the earnings power ? Do you think we will reach the 2000 bubble levels of spending anytime soon ?

Why would ASML issue such a lousy prediction if fabs are going to ramp .13u capacity ?

Thanks,

Suresh


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