Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Semi-Equips - Buy when BLOOD is running in the streets! -- Ignore unavailable to you. Want to Upgrade?

To: shane forbes who wrote (5233)	5/1/1998 10:29:00 AM
From: Ian@SI	Read Replies (1) \| Respond to of 10921

Shane, What numbers are you looking at? Selling more than $2B of equipment in 1 month, especially February is not exactly "falling off the proverbial cliff...". In fact, it's outstanding and unexpectedly so given the pronouncements from the equipment makers. Further, most companies would kill for 15% Year over Year growth. What yardstick do you use to presume that better than 40% Y/Y growth is a disaster? Just looking for some objective info, Ian.