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Technology Stocks : Semi Equipment Analysis

SOXX 309.40

+1.0%

Dec 5 4:00 PM EST

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To: Donald Wennerstrom who wrote (10363)	7/2/2003 11:04:53 AM
From: Kirk ©	of 95531

The valuations on many stocks are "sky high". Better news than we have been getting is needed to drive them higher. Maybe that news will be forth coming, but it is not here yet. The least expected way to "fix" this is for the companies to say they have an increase in orders and thus are raising guidance. Managers have been so conservative that these days a surprise on the upside is much more likely then than the downside. Many stocks, such as Agilent, tried to hang in and burn some cash to get through a bottom before a big upturn that kept failing to show. Now they are cutting jobs fast to get to profitability with an indefinite period of business at the current bottom scraping levels... The funny thing is (unless you are an engineer) is when orders come back they will not have to hire at the same rate they paid in 2000. Profits could really do better.

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