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To: FJB who wrote (1765)7/28/1998 11:38:00 AM
From: Ian@SI  Respond to of 2946
 
Bob,

I was talking about Revenues for the quarter reported and estimated Revenues for the coming quarters. I suspect David was also referring to Revenues or Earnings not Bookings, but I'll let David speak for himself should he so choose.

Ian.



To: FJB who wrote (1765)7/29/1998 3:43:00 PM
From: LLCF  Read Replies (1) | Respond to of 2946
 
<Lehman Brothers heard the same thing I did. 75% of orders in this PAST quarter were for lithography.>

Maybe I'm missing something... read the research link and didn't see where they say that 70% of revenues are coming from Litho...???? Maybe I'm asleep... can you highlight the paragraph?

DAK


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