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To: kolo55 who wrote (7385)12/1/1998 4:08:00 PM
From: Math Junkie  Respond to of 10921
 
I see no reason to believe any forecast, but I don't think the two are necessarily contradictory. It is not necessary to have a big increase in semi sales in '99 in order to have a big increase in equipment sales. All that's required is an expectation of higher sales in 2000 and beyond, and the ability to get financing.

One key figure to watch is capacity utilization percentage. It has been increasing, if I am not mistaken.


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