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

To: robert b furman who wrote (42818)	1/20/2009 9:24:58 AM
From: Pam	Respond to of 95525

With new products growing 20 percent last quarter and an overall slow down in IC sales and PC down in Q4,sales must get hit but still grow?? Long term adaptation to the faster 2.0 version should continue. Hard to imagine why this 60% margin business selling a bit above cash and no debt shouldn't be a 10 bagger from here in 24 months. Haven't followed it but a quick look tells me that the problem is with their Sales! They are flat for last 3 years and are slowing down considerably over the next few quarters. Unless they bring down opex, they cannot be profitable despite their high GMs, no debt, etc.