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

To: The Ox who wrote (11904)	9/29/2003 4:47:03 PM
From: Return to Sender	Respond to of 95520

Michael was that you buying all that AXTI today? Up almost 23% and it was even more than that earlier. Small fry can fly! RtS

To: The Ox who wrote (11904)	9/29/2003 5:37:18 PM
From: Donald Wennerstrom	Respond to of 95520

I think the industry can rise to the occasion quite quickly to deliver products. A good example of this is to look at Gottfried's chart of Billings, Bookings and BtB at home.comcast.net Over all the cycles going back to the mid 1990's, the industry responded quickly as soon as Bookings were received. Note even in 1999 and 2000 when the Bookings were going from the 0.5B range to the 3B dollar range, the Billings lagged 3 to 4 months, but they kept up all the way to the peak. Now we are sitting at a Bookings rate in the 0.7B region and Billings is essentially at the same level. If the companies get the Bookings, the Billings should follow again at a "lag rate" of about 3 to 4 months. Don